Timothy
Miller

Adviceone Advisory Services, LLC

CRD#5674804
Investment Advisor
in Charlotte, NC
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About this Advisor

Timothy Miller is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered financial advisor with Adviceone Advisory Services, LLC, Miller has 12 years of experience as a registered investment advisor. Miller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Miller is registered to work with investors based out of Connecticut and North Carolina. Throughout their career, Miller has worked at Ubs Wealth Management, Adviceone Advisory Services, LLC, Securites Service Network, Inc, Virginia Tech and Tcby. Adviceone Advisory Services, LLC is headquartered in Charlotte, North Carolina, and has four other locations throughout the United States. In total, Adviceone Advisory Services, LLC oversees $767 million in assets throughout 2,972 accounts and retains more than 47 people. The firm's total assets under management makes it one of the larger firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Adviceone Advisory Services, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

15801 Brixham Hill Avenue Suite 530
Charlotte, NC 28277

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Adviceone Advisory Services, LLC Brokerage Details

Total Assets Under Management

$766,647,130

NC Average: $5,297,377,271
Total Number of Employees

47

NC Average: 35
Total Number of Accounts

2,972

NC Average: 690
Average Account Size

$257,957

NC Average: $7,677,358

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Investment Advisory Services

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

Timothy Miller Work History

Timothy has 12 years of experience.

2011 - Present (8 years)

Securites Service Network, Inc

2010 - Present (9 years)

Adviceone Advisory Services, LLC

2009 - 2009 (0 years)

Ubs Wealth Management

2008 - 2010 (2 years)

Tcby

2006 - 2010 (4 years)

Virginia Tech

Disclosures

Timothy Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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