AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

Joel E. Miller

Some features on this profile are disabled
CRD#: 824211
JM

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.

Joel Ernest Miller was a registered financial professional .

Joel is a previously registered financial professional and started their career in finance in 1976. Joel had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 1 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

April 8, 2013 - December 31, 2015

ISC ADVISORS, INC.

RIA
CRD#: 166586
DALLAS, TX
Past

January 17, 2008 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA
CRD#: 20291
PLANO, TX
Past

January 1, 1990 - October 6, 2014

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
BRYAN, TX
Past

December 16, 1989 - June 1, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 1, 1988 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

February 4, 1985 - January 14, 1988

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

February 26, 1982 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

October 21, 1981 - December 10, 1984

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
Past

July 1, 1976 - January 10, 1990

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 1, 1976 - December 20, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN

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
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)

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
IAR
Series 65
Date: 5/26/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/25/1976
Registered Representative Examination

Current Firm


IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
Mailing Address
Phone number
(214) 520-1115
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management


Total Number of Accounts1,989
AUM (Assets Under Management)$ 1,539,119,817

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


ISC ADVISORS, INC.

CRD#: 166586

TRUST BUT VERIFY

Monitor Joel Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics