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Bert M
Series 63, Series 65
Ridgway, CO
Miller Wealth Advisors, LLC
Bert Miller Jr. is a financial advisor at Miller Wealth Advisors, LLC with 43 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Miller Wealth Advisors since 2014. Miller holds active CPA and insurance licenses in Texas but is not currently engaged in accounting or insurance sales. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced investment approach combining fundamental, technical, and cyclical analysis with third-party research to construct asset allocations aligned with client objectives.
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