JOEY DALE MILLER is currently employed as a Broker and/or Investment Adviser at ARETE WEALTH MANAGEMENT, LLC located at 5775 Jean Road, Suite 210, Lake Oswego, OR, 97035.
JOEY DALE MILLER has worked at ARETE WEALTH MANAGEMENT, LLC since January 03, 2014
Disclosure History
JOEY DALE MILLER has 1 Disclosure Event(s).
Date: October 05, 2012 Category: Customer Dispute Allegations: [CUSTOMER] ATTENDED AN EDUCATION MEETING WHERE I WAS THE PRESENTER. HE MET AN ADVISOR AT THE MEETING AND OPENED AN ACCOUNT WITH THAT ADVISOR. THAT ADVISOR WAS BOUGHT OUT BY ICA. WHEN HIS ACCOUNT WAS WITH ICA [CUSTOMER] INCURRED SOME LOSSES. HIS ACCOUNT WAS A SELF DIRECTED ACCOUNT. Settlement Amount: $275,000.00
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