Unclaimed
Erin Mills is a financial advisor with LPL Financial LLC. Erin has been in the industry since March 6, 2001 and has a broad range of experience. Erin has a Series 6, Series 7, Series 63, Series 66, and Series 26 license. Erin has been registered with LPL Financial LLC since March 28, 2022 and previously was registered with Truist Investment Services, Inc. and Wachovia Securities, LLC. Erin has been actively involved in the financial services industry for over 20 years. Erin's specialties include working with individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
03/28/2022 - Present
LPL Financial LLC (ROANOKE VA)
VA
11/09/2005 - 03/28/2022
TRUIST INVESTMENT SERVICES, INC. (ROANOKE VA)
MO
02/13/2001 - 10/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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