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Elvin Gary Miller

Texas Asset Management

Lakeway, TX

CRD 5893271

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Employer firm

Texas Asset Management CRD 114714

$64.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Texas Asset Management

1200 Lakeway Drive Suite 20, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-02-24
  • TX RA
    APPROVED
    Since 2011-02-24

Branch Locations

1200 Lakeway Drive Suite 20, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tam (Formerly Texas Invest Wisely (Formerly Lake Travis Fin Adv) Lakeway TX 01/2006 Present
Tam (Formerly Texas Invest Wisely (Formerly Lake Travis Fin Adv) Lakeway TX 04/2022 Present
  • 01/2006 → Present
    Tam (Formerly Texas Invest Wisely (Formerly Lake Travis Fin Adv)
    Lakeway, TX
  • 04/2022 → Present
    Tam (Formerly Texas Invest Wisely (Formerly Lake Travis Fin Adv)
    Lakeway, TX
Designations
  • Certified Financial Planner
Other Names
  • Gary Miller

View on SEC IAPD

Nearby Firms

FLAGSHIP HARBOR ADVISORS, LLC
EDWARD JONES
EMERGING OAKS CAPITAL LLC

Nearby Investors

MICHAEL RAY SANCHEZ
Scott Stephen Tracy
Colin J Tracy

Nearby Offices

FLAGSHIP HARBOR ADVISORS, LLC · LAKEWAY, TX
EDWARD JONES · LAKEWAY, TX
EMERGING OAKS CAPITAL LLC · LAKEWAY, TX

More in Lakeway, TX

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