Unclaimed
Henry Victor Millner is a financial professional with over 24 years of experience in the financial services industry. Henry is registered with LPL Financial LLC and has been with the firm since December 2017. Henry is also registered with the states of Texas and Virginia, and holds the Series 6, 7, 63, 65 and SIE securities licenses. Henry is a Chartered Financial Consultant and has a deep understanding of financial planning, investment management, and retirement planning. Henry specializes in working with individuals, corporations, 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.
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2
VA
12/18/2017 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
11/09/1998 - 01/02/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTESVLE VA)
WI
11/09/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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