Allison
Miller

Armor Investment Advisors, LLC

CRD#7091968
Investment Advisor
in Raleigh, NC

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About this Advisor

Allison Miller is a financial advisor based in Raleigh, North Carolina, working with Armor Investment Advisors, LLC. Allison has previously held positions at Armor Investment Advisors, LLC, Wms Partners, LLC, Kroger, Virginia Polytechnic Institute & State University, and Gap Inc. Allison is registered to provide services in North Carolina. Currently, Allison is part of Armor Investment Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 8 employees and manages assets totaling $339.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Armor Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4101 Lake Boone Trail Suite 208
Raleigh, NC 27607

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Armor Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$339,756,990

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

189

NC Average: 1,917
Average Account Size

$1,797,656

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Allison Miller Work History

2019 - Present (5 years)

Armor Investment Advisors, LLC

2016 - 2019 (3 years)

Wms Partners, LLC

2013 - 2016 (3 years)

Kroger

2010 - 2016 (6 years)

Virginia Polytechnic Institute & State University

2008 - 2015 (7 years)

Gap Inc

Disclosures

Please visit the SEC profile of Allison Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Armor Investment Advisors, LLC

Adam Morgan
Raleigh, NC
Matthew Miller
Raleigh, NC
Graham Shepherd
Raleigh, NC
Allison Miller
Raleigh, NC
Jeffrey Miller
Raleigh, NC
John Purrington
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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