Audrey Marundia Miller-Okhiria

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1999 → Present
  Regions Bank
  Memphis, TN
• 03/2013 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 12/2017 → Present
  Cetera Investment Advisers Llc
  Memphis, TN

Other Businesses

1.) REGIONS BANK, FIELD SALES DIRECTOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS AND CREDIT CARD PRODUCTS. FIXED INSURANCE SALES THROUGH THE BANK. 2.) BOARD MEMBER & TREASURER FOR RUST COLLEGE, VOTE AT BOARD MEETINGS, DOES NOT HAVE ACCESS TO BANK ACCOUNTS NOR CHECK WRITING PRIVILEGES, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS NOR MAKE INVESTMENT DECISIONS, 1/HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2017-11-30
• S63 Uniform Securities Agent State Law Examination
  2000-04-28

Other Names

• Audrey Marundia Miller
• Audrey Marundia Okhiria