Joshua Scott Milam

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

• 08/2013 → 12/2016
  Southern Methodist University, Dedman School Of Law
  Dallas, TX
• 01/2017 → 05/2017
  Unemployed
  Richardson, TX
• 05/2017 → 01/2019
  Castro & Co., Llc
  Dallas, TX
• 07/2018 → Present
  Milam Law Firm, Pllc
  Allen, TX
• 09/2020 → 01/2021
  Securities America, Inc.
  Dallas, TX
• 04/2021 → 04/2024
  Lpl Financial Llc
  Midland, TX
• 04/2024 → 09/2025
  Avantax Investment Services, Inc.
  Colleyville, TX
• 04/2024 → 09/2025
  Avantax Advisory Services
  Colleyville, TX
• 04/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Colleyville, TX
• 07/2018 → Present
  Milam Law Firm, Pllc
  Allen, TX
• 02/2019 → Present
  Dfw Design And Print Solutions, Llc
  Allen, TX
• 02/2021 → Present
  Notary
  Allen, TX
• 05/2022 → Present
  Letip International
  Mesa, AZ
• 04/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Colleyville, TX
• 04/2024 → Present
  Retireguides Llc
  Colleyville, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Colleyville, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-16 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Colleyville, TX
• 2022-03-04 → 2024-04-29
  Lpl Financial Llc
  Midland, TX
  Richardson, TX

Other Businesses

1) MILAM LAW FIRM, PLLC POSITION: Managing Partner NATURE: I am an attorney, this is my law firm that I own and operate. Milam Law Firm provides Tax, Estate Planning, and Business legal support and services to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 80 START DATE: 07/13/2018 ADDRESS: 550 S Watters Road, Suite 119, Allen TX 75013, United States DESCRIPTION: I am the owner and managing partner of the law firm. Thus, I am responsible for all legal work, I am responsible for business management and development. I am responsible for the income and expenses of the firm. 2) RETIREGUIDES LLC POSITION: Strategic Partner NATURE: RetireGuides LLC provides retirement planning services. This includes offering financial advice, financial products, and financial plans to help clients reach their retirement goals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/15/2024 ADDRESS: 6513 Colleyville Blvd, Suite 100, Colleyville TX 76034, United States DESCRIPTION: Consult with clients about their legal needs for Estate Planning, Tax, and Business needs. Provide legal recommendations to address client's needs. Prepare legal paperwork as necessary to address client's needs. Referral clients to RetireGuides and work with RetireGuides referrals. 3) DFW DESIGN AND PRINT SOLUTIONS, LLC POSITION: Owner NATURE: No current activity. This is a business entity I established and own, but I am not currently operating. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/11/2019 ADDRESS: 550 S Watters Rd, Suite 119, Allen TX 75013, United States DESCRIPTION: I am the owner. Technically, I am responsible for everything with this business entity; however, it is currently not conducting business. 4) LETIP INTERNATIONAL POSITION: Treasurer NATURE: I serve as the treasurer of a business networking group. We meet weekly for the purpose of exchanging business tips with one another. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2022 ADDRESS: 1826 W. Broadway Road, Suite 20, Mesa AZ 85202, United States DESCRIPTION: I am responsible for handling and overseeing the money for LeTip of Dallas, a business networking group. My responsibilities include issuing quarterly dues statements to members, collecting payment of quarterly dues, paying for group expenses, working with the Board of Directors to establish and maintain a budget, and overseeing the financial health of the group. 5) NOTARY POSITION: Notary NATURE: I am registered with the Secretary of State of Texas as a Notary Public. This is not really a separate business activity. I registered as a notary as part of my Milam Law Firm, PLLC business. I do not hold myself out as a Notary Public as a separate business. I strictly utilize my notary public registration in conjunction with my Milam Law Firm, PLLC business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/07/2021 ADDRESS: 550 S. Watters Road, Suite 119, Allen TX 75013, United States DESCRIPTION: Notarization of legal documents prepared by Milam Law Firm, PLLC for clients of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-02

Other Names

• Joshua Milam
• Joshua Scott Milam