Terry
Miller

Wealthcare Advisory Partners LLC

CRD#3100508
Investment Advisor
in Winston Salem, NC

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About this Advisor

Terry Miller is a financial advisor based out of Winston Salem, North Carolina with 2 years of relevant experience. Miller is an employee of Wealthcare Advisory Partners LLC. Throughout their career, they have worked at Triad Advisors, Inc, Wiser Financial Coaching, LLC, Wealthcare Advisory Partners, LLC Dba Wiser Wealthcare, Inc, Efficient Advisors, LLC, M. S. Howells & Co, Wiser Benefit Consultants and Carolina Financial Professional, LLC. Miller maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Wealthcare Advisory Partners LLC is an advisory company that has its headquarters in West Chester, PA. The firm has offices in 65 locations and a total of 187 financial advisors. It controls $4 billion in assets under management across its 16,562 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 28 charities and foundations. Of its 16,562 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets. Wealthcare Advisory Partners LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which services are offered. However, fee types charged by Wealthcare Advisory Partners LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8606 North Nc Highway 109
Winston Salem, NC 27107

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

NC Average: $15,833,994,310
Total Number of Employees

187

NC Average: 41
Total Number of Accounts

16,562

NC Average: 3,342
Average Account Size

$235,926

NC Average: $4,737,880

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

Terry Miller Work History

Terry has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealthcare Advisory Partners, LLC Dba Wiser Wealthcare, Inc

2019 - Present (5 years)

M. S. Howells & Co

2017 - Present (7 years)

Efficient Advisors, LLC

2010 - Present (14 years)

Wiser Benefit Consultants

2001 - Present (23 years)

Carolina Financial Professional, LLC

2007 - 2021 (14 years)

Wiser Financial Coaching, LLC

2006 - 2019 (13 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terry 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 Wealthcare Advisory Partners LLC

James Graves
West Chester, PA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
Anthony Tomash
Cedar Rapids, IA
Christopher Holland
Harleysville, PA
Smitha Thomas
Lucas, TX
Robert Richards
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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