Francis
Miller

Pks Advisory Services, LLC

CRD#4815317
Investment Advisor
in Chesterfield, VA

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About this Advisor

Francis Miller is a financial advisor based in Chesterfield, Virginia, working with Pks Advisory Services, LLC. Francis has previously held positions at Kforce Technology, Massmutual, Mml Investors Services, Purshe Kaplan Sterling Investments, Pks Advisory Services, LLC, and Wells Fargo Clearing Services LLC. Francis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Francis is part of Pks Advisory Services, LLC, which operates out of Chesterfield, Virginia. The firm has 17 offices and 50 employees. The firm manages assets totaling $697.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pks Advisory Services, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, 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

Office Location

Chesterfield, VA

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Pks Advisory Services, LLC Brokerage Details

Total Assets Under Management

$697,742,374

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

50

VA Average: 88
Total Number of Accounts

4,457

VA Average: 3,892
Average Account Size

$156,550

VA Average: $1,917,921

Investment Advisory Services

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

Francis Miller Work History

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2022 - Present (2 years)

Pks Advisory Services, LLC

2017 - 2022 (5 years)

Wells Fargo Clearing Services LLC

2016 - 2017 (1 year)

Massmutual

2016 - 2017 (1 year)

Mml Investors Services

2014 - 2015 (1 year)

Kforce Technology

Disclosures

Please visit the SEC profile of Francis 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 Pks Advisory Services, LLC

Kristin Sanderson
Nashville, TN
Jarrid Wilkinson
Albany, NY
Francis Miller
Chesterfield, VA
Joseph Osborne
Brentwood, TN
Louis Czerwinski
Albany, NY
Steven Dolinski
Albany, NY
David Connors
Albany, NY
James Lynch
Albany, NY

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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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.

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