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Herbert Joseph Millard

Washington Securities Corp.

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About Herbert Joseph Millard

Herbert Millard is a registered representative with Washington Securities Corp. Herbert has been working in the securities industry since 1976. Herbert is registered in Virginia, Maryland, Rhode Island, and the District of Columbia. Herbert has earned several industry licenses, including Series 7, 24, 27, 53, 63, 99, and SIE.

Firm Information

Herbert Millard is currently registered with Washington Securities Corp.. Washington Securities Corp. is a corporation that has been in operation since August 20, 1998. The firm provides portfolio management services to individuals. They have 10 registered representatives and 4 investment advisor representatives. The firm manages approximately $6,975,967 in assets for 8 clients. They are registered with the SEC and in 19 states.

$6.98M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Herbert Millard’s Registration & Firm History

MD

08/24/2001 - Present

Washington Securities Corp. (CHEVY CHASE MD)

VA

09/21/1990 - 10/23/2001

FIRST POTOMAC INVESTMENT SERVICES, INC. (FALLS CHURCH VA)

VA

06/17/1982 - 09/11/1990

LARA, MILLARD & ASSOCIATES, LTD. (FALLS CHURCH VA)

NA

03/31/1981 - 07/01/1982

VOSS & CO., INC.

NA

05/07/1976 - 05/09/1981

DERAND INVESTMENT CORPORATION OF AMERICA

NA

01/20/1976 - 04/30/1977

VOSS & CO., INC.

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Licenses & Designations

BC

Issued 09/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/19/1976

F04 - Financial Principal Examination

BC

Issued 01/16/1976

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Herbert Joseph Millard. Review regulatory record here.
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