JM
James A. Miller
INTEGRITY ADVISORY SOLUTIONS
Worcester, MA 01605
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CRD#: 5081879
JM
Professional summary
James Andrew Miller is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Worcester, Massachusetts.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) American Academy Wealth; Investment Related; 9444 Balboa Avenue San Diego, CA 92123; DBA for advisory business; Investment Advisor; 04/03/2024; 5 hours per month; 2 hours during security hours; Meet with clients and prospects. 2) Life Insurance; Not Investment related; 108 Grove St, Worcester, MA 01605; Life insurance sales; Owner; 06/01/2020; 0 hours per month; 0 hours during security hours; Life insurance sales. 3) Law Offices of James A. Miller, P.C; Not Investment related; 108 Grove St, Worcester, MA 01605; Legal/Life insurance; Owner; 10/15/1994; 80 hours per month; 0 hours during security hours; law office licensed to sell insurance. 4) Beach house Rental; Not Investment related; 1252 Sharkstooth Lane, Myrtle Beach , SC 29575; Real estate; Owner; 03/2024; 0 hours per month; 0 hours during security hours; Owner of rental home. Management company manages rental.
CRS (Client Relationship Summary) - RIA
Click below to view James Andrew Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 16, 2024 - Present
INTEGRITY ADVISORY SOLUTIONS
Office #1: 108 Grove St, Worcester, MA 01605RIA
CRD#: 288817
Worcester, MA
Past
August 29, 2016 - April 3, 2024
ABUNDANCE FINANCIAL COACHING, LLC
RIA
CRD#: 175055
Worcester, MA
Past
July 28, 2014 - March 31, 2016
WISDOM FINANCIAL, LLC
RIA
CRD#: 170607
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/16/2024)
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRITY ADVISORY SOLUTIONS
CRD#: 288817Worcester, MA 01605TRUST BUT VERIFY
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