Ftb Advisors, Inc
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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
Years of Experience
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Ftb Advisors, Inc Brokerage Details
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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.
Lake Lure Properties, Inc
William Miller has no disclosures.
Please visit their SEC profile for more details.