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Terry Morris Miller

Wealthcare Advisory Partners LLC

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About Terry Morris Miller

Terry Miller is a financial advisor with over 20 years of experience in the industry. Terry is currently registered with Wealthcare Advisory Partners LLC as an Investment Advisor Representative. Terry is a licensed advisor in North Carolina, South Carolina and Wisconsin. Prior to joining Wealthcare Advisory Partners LLC, Terry worked at Triad Advisors LLC and Jefferson Pilot Securities Corporation. Terry is dedicated to helping clients achieve their financial goals.

Firm Information

Terry 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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Terry Miller’s Registration & Firm History

NC

07/14/2021 - Present

Wealthcare Advisory Partners LLC (Winston-Salem NC)

NC

03/14/2006 - 08/16/2019

TRIAD ADVISORS LLC (WINSTON SALEM NC)

IN

10/23/2001 - 03/15/2006

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 11/08/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Morris Miller.
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