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Craig L. Miller

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CRD#: 1184029
CM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Craig Lamont Miller was a registered financial advisor .

Craig is a previously registered financial advisor and started their career in finance in 1983. Craig had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 26, 2009 - June 3, 2010

CHOICE INVESTMENTS, INC.

BD
CRD#: 17665
AUSTIN, TX
Past

November 27, 2006 - June 3, 2010

CHOICE ADVISORY GROUP, INC.

RIA
CRD#: 135226
AUSTIN, TX
Past

October 26, 2006 - October 26, 2006

CHOICE ADVISORY GROUP, INC.

RIA
CRD#: 135226
AUSTIN, TX
Past

January 2, 2002 - June 5, 2007

CENTURY MANAGEMENT FINANCIAL ADVISORS

RIA
CRD#: 112308
AUSTIN, TX
Past

July 9, 1996 - October 6, 1997

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

March 31, 1992 - July 6, 1994

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

October 22, 1990 - June 15, 1992

DERAND/PENNINGTON/BASS, INC.

BD
CRD#: 4679
Past

October 6, 1983 - October 26, 1990

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CEDAR RAPIDS, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 11/13/2008
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/4/1983
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CHOICE INVESTMENTS, INC.
AMERICAN ADVISOR | PROMONTORY PALMS LLC | HD ADVISORS LLC | DOSHI FINANCIAL | CHOICE INVESTMENTS, INC. | CHOICE INVESTMENT PRODUCTS, INC. | CHOICE ASSET MANAGEMENT | ARABELLA SECURITIES | ANGSTROM CAPITAL ADVISORS, LLC

CRD#: 17665 / SEC#: , 8-35503

BD
Terminated by SEC on 05/28/2012
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Contact information

Main Address
Mailing Address
Phone number
Established
Texas since 01/30/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CHOICE ASSET MANAGEMENT, INC.HOLDING COMPANY
ITZEN, DONALD ARTHURFOUNDER/SHAREHOLDER/CCO853436

Disclosures

Regulatory Event9
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHOICE INVESTMENTS, INC.

CRD#: 17665

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