William
Miller

Ftb Advisors, Inc

CRD#2491253
Investment Advisor
in Raleigh, NC
Are you William Miller? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Miller is a certified financial planner in Raleigh, North Carolina. Currently a registered advisor at Ftb Advisors, Inc, Miller has 10 years of work experience as a financial advisor. Miller holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative. Miller is registered to work with investors based out of North Carolina. Their career trajectory has included roles at Ftb Advisors, Td Bank, Pnc Bank and Lake Lure Properties, Inc. Ftb Advisors, Inc is located in Raleigh, North Carolina, and has 88 other brick-and-mortar locations in the country. In total, Ftb Advisors, Inc oversees $6 billion in assets throughout 4,766 client accounts and retains more than 185 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 4,701 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ftb Advisors, Inc provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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, Fixed Fees

Disclosures

No

Office Location

4801 Glenwood Ave. Suite 500
Raleigh, NC 27612

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ftb Advisors, Inc Brokerage Details

Total Assets Under Management

$5,879,593,980

NC Average: $730,596,643
Total Number of Employees

185

NC Average: 15
Total Number of Accounts

4,766

NC Average: 968
Average Account Size

$1,233,654

NC Average: $754,749

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

William Miller Work History

William has 10 years of experience.

2017 - Present (2 years)

Ftb Advisors

2014 - 2017 (3 years)

Lake Lure Properties, Inc

2012 - 2014 (2 years)

Pnc Bank

2008 - 2012 (4 years)

Td Bank

Disclosures

William Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started