Mark
Miller
Wealthcare Advisory Partners LLC
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About this Advisor
Mark Miller is a certified financial planner who works in Lynchburg, Virginia with a total of 2 years of relevant experience. Miller is currently employed by Wealthcare Advisory Partners LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Wealthcare Advisory Partners LLC Dba Miller-Richards Wealth Mgmt. Miller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Wealthcare Advisory Partners LLC is a company that has its headquarters in West Chester, PA. The company has offices in 65 locations and a total of 187 financial advisors. It has $4 billion in assets under management across its 16,562 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 28 charities and foundations. Of its 16,562 customer accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Wealthcare Advisory Partners LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services are provided. However, fee types charged by Wealthcare Advisory Partners LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
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
Mark Miller Work History
Mark has been registered as a financial advisor for 2 years.*
Wealthcare Advisory Partners LLC Dba Miller-Richards Wealth Mgmt
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Mark 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 Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
Crozet, VA
West Chester, PA
Blue Bell, PA
Cedar Rapids, IA
Lucas, TX
West Chester, PA
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.
