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James Frederick Miller

Wealthcare Advisory Partners LLC

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About James Frederick Miller

James Frederick Miller is a financial advisor with over 20 years of experience in the industry. James is registered with the state of Virginia as an Investment Advisor Representative and is also a registered representative with FINRA. James is currently associated with Wealthcare Advisory Partners LLC, and he is also the president of Miller Financial Group, an insurance agency. James holds the Series 66, Series 7 and SIE licenses. In addition to his work as a financial advisor, James is also a radio color analyst for the UVA Men's basketball team.

Firm Information

James Miller is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Miller’s Registration & Firm History

VA

11/01/2017 - Present

Wealthcare Advisory Partners LLC (Charlottesville VA)

VA

10/23/2009 - 09/08/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)

VA

01/13/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)

NY

08/16/2000 - 01/13/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/28/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Frederick Miller.
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