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Matthew Clark Miller

Armor Investment Advisors, LLC

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About Matthew Clark Miller

Matthew Miller is a Certified Financial Planner with over 16 years of experience in the financial services industry. Matthew is registered with Armor Investment Advisors, LLC in North Carolina and Texas. Before joining Armor Investment Advisors, LLC, Matthew worked as a financial professional at OPUS TRADING FUND LLC. At Armor Investment Advisors, LLC, Matthew provides a range of financial planning services, including investment consulting, portfolio management for individuals and businesses, pension consulting, and educational seminars.

Firm Information

Matthew Miller is currently registered with Armor Investment Advisors, LLC. Armor Investment Advisors, LLC is an investment advisory firm based in Raleigh, NC. The firm provides financial planning, pension consulting, educational seminars, and investment consulting to individuals, corporations, and charitable organizations. The firm manages over $339 million in assets and has a team of five investment adviser representatives.
Armor Investment Advisors, LLC

4101 LAKE BOONE TRAIL

RALEIGH, NC 27607

$339.76M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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investment consulting

Investment consulting

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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Matthew Miller’s Registration & Firm History

NC

04/11/2023 - Present

Armor Investment Advisors, LLC (RALEIGH NC)

NY

08/08/2007 - 01/07/2008

OPUS TRADING FUND LLC (JERICHO NY)

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Licenses & Designations

IA

Issued 03/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Clark Miller.
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