AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EM

Eric Lamont Miller

AIF®
INCREASE CONSULTANTS
MISSOURI CITY, TX
·CRD# 4447849·24 years experience

Professional Summary

Eric Lamont Miller, AIF®, who also goes by Eric Lamont Miller, Na Na Na, is a registered financial advisor currently at INCREASE CONSULTANTS LLC located in Missouri City, Texas. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Lamont Miller, Na Na Na

Blog Corner

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
View profile
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

24 years in the financial services industry

Current & Past Employments

INCREASE CONSULTANTS LLC·CRD# 289368
RIA
7335 Highway 6, Suite 250, Missouri City, TX 77459
December 22, 2017 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Missouri City, TX
February 1, 2016 - January 19, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Missouri City, TX
February 1, 2016 - January 19, 2018
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Houston, TX
October 12, 2010 - February 22, 2016
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Houston, TX
May 26, 2004 - February 22, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Philadelphia, PA
October 25, 2002 - March 15, 2004

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

Current Firm

IC
INCREASE CONSULTANTS LLC

INCREASE CONSULTANTS LLC | INCREASE FINANCIAL

CRD#: 289368
Texas
Registered Investment Advisory firm - Texas (12/22/2017 Approved)

Contact Information

Main Address

7335 Highway 6, Suite 250, Missouri City, TX 77459

Phone Number

(281) 778-8161

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

225

AUM (Assets Under Management)

$14,000,000

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) 02/01/2016: Increase Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Started 01/13/2016 - 160 Hr/Mo; 8 Hours During Securities Trading; 50% Time Spent
(2) 08/01/2016: Incease Life Company of America - Insurance Agency - INV REL - At Reported Business Location(s) - President. This business will employ individuals that are non securities licensed as well some employees may have a securities license. - 40 Hr/Mo; 5 Hours During Securities Trading

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(12/22/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2002About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2007About the Series 24 exam

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Eric Lamont Miller's CRS (Customer Relationship Summary).

Similar Advisors

Troy Lynn Wootton Jr
Troy Lynn Wootton Jr

OSAIC WEALTH, INC.

Sugar Land, TX · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
Robert M. Wyrick, Jr.
Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · CRD#
JM
James Louis Marshall JR

MARSHALL WEALTH MANAGEMENT, LLC

SUGAR LAND, TX · CRD#
EM
Follow Eric
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required