Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Willow Springs, MO 65793
Cetera
Institution
Miles James is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at firms including Raymond James Financial Services and Landmark Bank. Outside of financial advising, he owns a cattle production and sales business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Willow Springs, MO
110 Bear Drive Suite 1
Willow Springs MO 65793
Advisors at this office
2
Missouri
29 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Eleven Point Financial Advisors
2019 - Present • 7 years
Willow Springs, MO
Cetera Wealth Services, LLC
2019 - Present • 7 years
El Segundo, CA
Raymond James Financial Services Advisors Inc.
2015 - 2019 • 4 years
Mountain View, MO
Raymond james Financial Services, Inc.
2015 - 2019 • 4 years
Mountain View, MO
Landmark Investments
2015 - 2019 • 4 years
Mountain View, MO
United Life and Fire
2015 - 2019 • 4 years
Mountain View, MO
Landmark Bank
1997 - 2019 • 22 years
Mountain View, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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