Unclaimed
Andrew J. Mill is a financial advisor with over 13 years of experience in the industry. Andrew has a wide range of experience, having worked with BB&T Securities, LLC, BB&T Investment Services, Inc., and Cetera Investment Services LLC, before joining Truist Advisory Services, Inc., where he is currently registered. Andrew is currently licensed in 27 states and has a strong track record of providing financial advice to individuals, families, and businesses. Andrew is committed to helping clients achieve their financial goals, whether it is retirement planning, college savings, or estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/15/2021 - Present
Truist Advisory Services, Inc. (NAZARETH PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLANTOWN PA)
PA
09/14/2010 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
IA
Issued 1/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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