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 $1,659,426,210 in 703 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,659MILLION
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Total Number of Accounts703ACCOUNTS
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Average Account Value$2,360,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, MD, NC, NJ, NY
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.
Michael Edberg (CRD# 4531892) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has 20 years of experience in the finance industry. Free review of your 401k or 403b retirement plan (301)907-9790.
James Holland (CRD# 2181702) 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.
Douglas Rongo (CRD# 4273720) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.