Yvette
Mills

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4902375
Investment Advisor
in Charlotte, NC
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About this Advisor

Yvette Mills is a certified financial planner working out of Charlotte, North Carolina, who has 13 years of professional experience. Mills currently works for Tiaa-Cref Individual & Institutional Services, LLC. During their career, Mills has held roles at The Vanguard Group, Inc, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Mills holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm headquartered in Charlotte, North Carolina. It has offices in 153 locations and a total of 1,991 people on staff. It handles $26 billion in total assets among its 64,735 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 38 charities and foundations. Of its 64,735 customer accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on the type of financial services offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8500 Andrew Carnegie Blvd. Charlotte Hub
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

NC Average: $7,464,549,021
Total Number of Employees

1,988

NC Average: 88
Total Number of Accounts

69,021

NC Average: 3,892
Average Account Size

$364,861

NC Average: $1,917,921

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Investment Advisory Services

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

Yvette Mills Work History

Yvette has 13 years of experience.

2012 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - Present (7 years)

Tiaa

2005 - 2012 (7 years)

The Vanguard Group, Inc

Disclosures

Yvette 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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