Marques Miles (CRD# 7001229) is an Investment Advisor Representative working at Alden Investment Group in Plano, TX and has over 5 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathways Retirement Advisors | Plano, TX | Oct 2020 - Current | 3 |
| Brookstone Wealth Advisors | Wheaton, IL | Apr 2022 - Jan 2024 | 1 |
| Elevated Capital Advisors, LLC | Sandy, UT | Sep 2019 - Apr 2022 | 2 |
| Miles Innovative, LLC | Coweta, OK | Nov 2017 - Oct 2020 | 2 |
| Gradient Advisors | Arden Hills, MN | Jun 2019 - Sep 2019 | < 1 |
| Pioneer Financial Group | Tulsa, OK | Apr 2018 - Mar 2019 | < 1 |
| Us Air Force (ok National Guard) | Tulsa, OK | Mar 2012 - Mar 2018 | 6 |
| Puritan Financial | Dallas, TX | Feb 2016 - Nov 2017 | 1 |
| Don Carlton Acura | Tulsa, OK | Nov 2015 - Jan 2016 | < 1 |
| Puritan Financial | Dallas, TX | Aug 2014 - Oct 2015 | 1 |
| Bob Hurley Rv | Tulsa, OK | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
-
Total Assets Under Management291MILLIONS
-
Total Number of Accounts953ACCOUNTS
-
Average Account Value$305,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.