Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Seay is a financial advisor with Mill Capital Management, LLC. Brian is registered as an Investment Advisor Representative in North Carolina. Brian also holds the Series 7 and Series 63 licenses. He is a Chartered Financial Analyst. Brian has over 20 years of experience in the financial services industry. Before joining Mill Capital Management, Brian worked at Wells Fargo. Brian has a strong track record of helping clients reach their financial goals. He specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
06/21/2021 - Present
Mill Capital Management, LLC (CONCORD NC)
NC
10/07/1994 - 07/17/1995
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/13/1992 - 08/16/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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