Roy
Smith
Millennium Advisory Services, Inc
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About this Advisor
Roy Smith is a financial advisor based in Glen Allen, Virginia, working with Millennium Advisory Services, Inc. Roy has previously held positions at Millennium Advisory Services, Millennium Capital Management, Triad Advisors, Inc, and Tcg Advisors, LLC A Hub International Company. Roy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Roy is part of Millennium Advisory Services, Inc, which operates out of Glen Allen, Virginia. The firm has 4 offices and 29 employees. The firm manages assets totaling $707.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Millennium Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Millennium Advisory Services, Inc Brokerage Details
$707,519,606
29
2,749
$257,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Roy Smith Work History
Tcg Advisors, LLC A Hub International Company
Millennium Advisory Services
Triad Advisors, Inc
Millennium Capital Management
Disclosures
Please visit the SEC profile of Roy Smith 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
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