Erik F. Miller
Professional summary
Erik Fletcher Miller, CFP® is a registered financial advisor currently at INTERACTIVE WEALTH ADVISORS located in Portland, Oregon.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Erik has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erik Fletcher Miller's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
June 4, 2013 - Present
INTERACTIVE WEALTH ADVISORS
Office #1: 121 Sw Morrison St., Suite 905, Portland, OR 97204December 2, 2011 - January 23, 2013
CONFLUENCE WEALTH MANAGEMENT LLC
May 22, 2006 - November 30, 2011
CMC ADVISERS, LLC
November 29, 1988 - February 11, 1989
DAIN RAUSCHER INCORPORATED
May 25, 1988 - August 23, 1988
HAMILTON, WILLIAMS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2013)
(11/20/2024)
(7/29/2021)
Exams
Current Firm
INTERACTIVE WEALTH ADVISORS
CRD#: 167033 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 86,766,917 |
Red Flags
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