Millennium Investment And Retirement Advisors, LLC

Millennium Investment And Retirement Advisors, LLC (CRD# 117868) is a financial advisory firm headquartered in Charlotte, NC. They manage $570,377,613 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    570
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $1,953,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, OH

Financial Advisors at Millennium Investment And Retirement Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gregory D. Blalock
CRD#: 5629851
5250 77 Center Drive, Suite 310, Charlotte, NC 28217
93
Wealthminder
score

Gregory Blalock (CRD# 5629851) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

2
William R. Branch
CRD#: 5072777
5250 77 Center Drive, Suite 310, Charlotte, NC 28217
93
Wealthminder
score

William Branch (CRD# 5072777) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

3
Bert M. Carmody
CRD#: 4381507
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
93
Wealthminder
score

Bert Carmody (CRD# 4381507) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

4
James M. Holland
CRD#: 2181702
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
93
Wealthminder
score

James Holland (CRD# 2181702) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

5
Ricky G. Canipe
CRD#: 4488122
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
90
Wealthminder
score

Ricky Canipe (CRD# 4488122) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry. Ricky Canipe 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.

6
Ronald H. Poe
CRD#: 1284078
5250 77 Center Drive, Suite 310, Charlotte, NC 28217
71
Wealthminder
score

Ronald Poe (CRD# 1284078) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

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