Robert
Mills

Linden Thomas Advisory Services, LLC

CRD#2804781
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Mills is a certified financial planner based in Charlotte, North Carolina. Currently a registered investment advisor with Linden Thomas Advisory Services, LLC, Mills has 11 years of work experience. Mills has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Mills can work with customers in North Carolina. During their career, Mills has held roles at Wachovia Securities Financial Network, LLC (11025), Wells Fargo Advisors Financial Network LLC, Linden Thomas And Company Securities, LLC and Linden Thomas Advisory Services, LLC. Linden Thomas Advisory Services, LLC is located in Charlotte, North Carolina. Overall, Linden Thomas Advisory Services, LLC manages $750 million in assets across 4,180 accounts and retains one person on staff. The firm's total assets under management places it among the larger investment advisory firms in the United States. The firm manages 132 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 4,180 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Linden Thomas Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

516 North Tryon Street, Suite 200
Charlotte, NC 28202

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Linden Thomas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$676,450,880

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

1

NC Average: 22
Total Number of Accounts

4,441

NC Average: 1,917
Average Account Size

$152,319

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Robert Mills Work History

Robert has 11 years of experience.

2018 - Present (1 years)

Linden Thomas And Company Securities, LLC

2018 - Present (1 years)

Linden Thomas Advisory Services, LLC

2009 - 2018 (9 years)

Wells Fargo Advisors Financial Network LLC

2007 - 2009 (2 years)

Wachovia Securities Financial Network, LLC (11025)

Disclosures

Robert Mills has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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