Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Craig Miller is a financial advisor who has been in the industry since June 22, 2000. William is currently registered with Innovation Partners LLC in Charlotte, North Carolina. William has held previous positions with CCO Capital, LLC, American Funds Distributors, Inc., Realty Capital Securities, LLC, AXA Distributors, LLC, Lincoln Financial Distributors, Inc., Manulife Financial Securities LLC, Manulife Wood Logan, Inc., PBHG Fund Distributors and SEI Investments Distribution Co.. William has a variety of licenses and registrations including Series 6, 7, 24, 26, 63, and 65. William has a broad range of experience in the financial industry, having worked with a number of different firms. William is committed to providing his clients with the highest level of service and expertise.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
09/16/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
AZ
03/19/2015 - 12/13/2019
CCO CAPITAL, LLC (PHOENIX AZ)
CA
07/25/2012 - 03/19/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
06/15/2010 - 07/18/2012
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
NC
04/27/2006 - 12/15/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
10/23/2003 - 04/25/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
01/01/2002 - 09/23/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
01/04/1999 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
MA
06/09/1998 - 11/25/1998
PBHG FUND DISTRIBUTORS (BOSTON MA)
PA
01/07/1998 - 07/07/1998
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 01/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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