Unclaimed Profile

Peter D Miller

WILLIS INVESTMENT COUNSEL INC·GAINESVILLE, Georgia

Series 65Clean record15 years registeredWILLIS INVESTMENT COUNSEL INC

710 GREEN STREET, GAINESVILLE, GA 30501CRD# 4394393Firm CRD# 111042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter D Miller · GAINESVILLE, GA

Registration

CRD #4394393 · WILLIS INVESTMENT COUNSEL INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILLIS INVESTMENT COUNSEL INC

WILLIS INVESTMENT COUNSEL INC

Mar 2011 – Oct 2020

GAINESVILLE, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLIS INVESTMENT COUNSEL INC

CRD 111042 · SEC 801-18528

AUM

$3.5B

Regulatory assets under management

Employees

465 client accounts

Services offered by WILLIS INVESTMENT COUNSEL INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WILLIS INVESTMENT COUNSEL INC →

Introduction

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Frequently Asked Questions

What services does Peter D Miller offer?

Peter D Miller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Peter D Miller's credentials?

Peter D Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter D Miller located?

Peter D Miller is based in GAINESVILLE, Georgia, last registered with WILLIS INVESTMENT COUNSEL INC.

How does Peter D Miller charge for services?

Peter D Miller's firm is compensated through percentage of aum, subscription fees, other: family office, advisory and consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLIS INVESTMENT COUNSEL INC?

WILLIS INVESTMENT COUNSEL INC has approximately 12 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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