Edward
Ware
Millennium Advisory Services, Inc
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About this Advisor
Edward Ware is a certified financial planner based in Glen Allen, Virginia who has 5 years of industry experience. Ware is an advisor for Millennium Advisory Services, Inc. Their career trajectory has included roles at E.C. Glass High School, Virginia Tech, Boonsboro Country Club and Millennium Advisory Services, Inc. Ware maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Virginia. Millennium Advisory Services, Inc is a financial advisory company that has its headquarters in Glen Allen, VA. It oversees $530 million in assets among its 2,505 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,505 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Millennium Advisory Services, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Millennium Advisory Services, Inc Brokerage Details
$530,135,067
28
2,505
$211,631
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Edward Ware Work History
Edward has been registered as a financial advisor for 5 years.*
Millennium Advisory Services, Inc
Boonsboro Country Club
Boonsboro Country Club
Virginia Tech
E.C. Glass High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Ware 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 Millennium Advisory Services, Inc
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
