James Andrew Miller
Investment Adviser Representative at Integrity Advisory Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Andrew Miller is an investment adviser representative with Integrity Advisory Solutions in Worcester, MA, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Abundance Financial Coaching, LLC and Wisdom Financial, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LAW Office OF James A. MillerOct 1994 – no end date reportedWorcester, MA
- Abundance Financial Coaching, LLCAug 2016 – Apr 2024Worcester, MA
- Integrity Advisory SolutionsApr 2024 – no end date reportedWorcester, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Advisory Solutions
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 125
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Dallas, TX
- SEC file number:
- 801-123090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Integrity Advisory Solutions
Showing 12 of 125 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Andrew Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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