Millennium Advisory Services, Inc.
Millennium Advisory Services, Inc. (CRD# 116057) is a financial advisory firm headquartered in Glen Allen, VA. They manage $530,135,067 in 2,505 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management530MILLION
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Total Number of Accounts2,505ACCOUNTS
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Average Account Value$211,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, FL, GA, IA, IL, IN, KY, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV
Erin Alkire (CRD# 6962731) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 4 years of experience in the finance industry. Erin Alkire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Anderson (CRD# 2486496) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 29 years of experience in the finance industry.
Michael Camizzi (CRD# 5853480) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 12 years of experience in the finance industry.
Steven Cooper (CRD# 4639090) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 20 years of experience in the finance industry.
Patrick Dupont (CRD# 6844751) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Saint Petersburg, FL and has over 6 years of experience in the finance industry. Patrick Dupont has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Danielle Dykes (CRD# 5999638) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 8 years of experience in the finance industry.
Steven Fenner (CRD# 4310873) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 22 years of experience in the finance industry.
Cynthia Howell (CRD# 4817221) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 8 years of experience in the finance industry.
Timothy Hummel (CRD# 6433246) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 7 years of experience in the finance industry. Timothy Hummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Hunt (CRD# 1828106) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 35 years of experience in the finance industry.