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James Ronald Miller

WOODWARD FINANCIAL ADVISORS, INC.·CHAPEL HILL, North Carolina
Series 7, Series 63Clean record20 years registeredWOODWARD FINANCIAL ADVISORS, INC.
1504 E. FRANKLIN ST., CHAPEL HILL, NC 27514CRD# 2859074Firm CRD# 150641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Ronald Miller · CHAPEL HILL, NC
Registration
CRD #2859074 · WOODWARD FINANCIAL ADVISORS, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

WOODWARD FINANCIAL ADVISORS, INC.
Jun 2009 – present
TILSON FINANCIAL GROUP INC
Dec 2005 – Nov 2011
WATCHUNG, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · December 8, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODWARD FINANCIAL ADVISORS, INC.
CRD 150641 · SEC 801-70279
AUM
$511M
Regulatory assets under management
Employees
6
885 client accounts
Services offered by WOODWARD FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODWARD FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does James Ronald Miller offer?
James Ronald Miller specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are James Ronald Miller's credentials?
James Ronald Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Ronald Miller located?
James Ronald Miller is based in CHAPEL HILL, North Carolina, working with WOODWARD FINANCIAL ADVISORS, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does James Ronald Miller charge for services?
James Ronald Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODWARD FINANCIAL ADVISORS, INC.?
WOODWARD FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
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