Stephen Davis Miles, CFP, ChFC

Overview

Stephen Davis Miles is an insurance agent and an investment adviser representative based in Tupelo, MS, with 27 years in the industry.

Years in the industry

27

States licensed

4

States registered

1

Carrier appointments

22

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 1 state

• Agent
• Producer
• Viatical Settlement Representative
• Series 63

8 lines of authority, with every state and its dates

Firms

• Addicus Advisory, LLCCurrent firm
• Addicus Risk ManagementCurrent firm

Employment history since 2004

Carriers

22 active carrier appointments

Book and practice

Firm assets under management on file