Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christopher Miller is a financial advisor based in Lynchburg, Virginia. He has been working in the financial industry since 1978 and currently works for Wealthcare Advisory Partners LLC. Mark has a wide range of experience, including working for Wells Fargo Advisors LLC and RBC Dain Rauscher Inc. He has a strong understanding of financial markets and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Mark is a Certified Financial Planner and is registered to provide investment advice in Virginia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/08/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
VA
09/15/2005 - 01/14/2021
WELLS FARGO CLEARING SERVICES, LLC (LYNCHBURG VA)
NY
03/09/2002 - 09/23/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
07/27/1987 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NA
06/01/1987 - 06/23/1987
BRANCH, CABELL & COMPANY
NA
09/22/1978 - 06/09/1987
WHEAT, FIRST SECURITIES, INC.
IA
Issued 08/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1987
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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