William Miller (CRD# 5847941) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heirloom Wealth Management, LLC | Englewood, CO | Apr 2018 - Current | 6 |
| Independent Financial Partners | Englewood, CO | May 2015 - Mar 2018 | 2 |
| Lpl Financial, LLC | Englewood, CO | Jun 2014 - Mar 2018 | 3 |
| Wells Fargo Advisors LLC | Cherry Creek, CO | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CO
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$310,610
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, KS, LA, NE, NY, OR, TN, TX, WY
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