Alvin
Miller

James River Asset Management, LLC

CRD#1074249
Investment Advisor
in Midlothian, VA

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About this Advisor

Alvin Miller is a financial advisor based in Midlothian, Virginia, working with James River Asset Management, LLC. Alvin has previously held positions at James River Asset Management, American Portfolios Financial Services, Inc, Valmark Securities, Inc, J.W. Cole Financial, Inc, and James River Wealth Advisors. Alvin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Alvin is part of James River Asset Management, LLC, which operates out of Midlothian, Virginia. The firm has 10 employees and manages assets totaling $149.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at James River Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15521 Midlothian Tnpk. Suite 100
Midlothian, VA 23113

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James River Asset Management, LLC Brokerage Details

Total Assets Under Management

$149,107,917

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

646

VA Average: 1,458
Average Account Size

$230,817

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Alvin Miller Work History

2021 - Present (3 years)

J.W. Cole Financial, Inc

1995 - Present (29 years)

James River Asset Management

1995 - Present (29 years)

James River Wealth Advisors

2015 - 2021 (6 years)

Valmark Securities, Inc

2004 - 2015 (11 years)

American Portfolios Financial Services, Inc

Disclosures

Please visit the SEC profile of Alvin 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 James River Asset Management, LLC

Lucas Swygard
Midlothian, VA
Kelly Gannon
Midlothian, VA
Charles Clement
Midlothian, VA
Alvin Miller
Midlothian, VA
Alok Upadhyaya
Midlothian, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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