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 $578,116,355 in 252 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $2,294,113
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.

MD, NC

Financial Advisors at Millennium Investment And Retirement Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gregory D. Blalock
CRD#: 5629851
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
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 11 years of experience in the finance industry.

2
William R. Branch
CRD#: 5072777
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
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 12 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 16 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 26 years of experience in the finance industry.

5
Ricky G. Canipe
CRD#: 4488122
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
87
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.

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 33 years of experience in the finance industry.

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