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James Ronald Miller

WOODWARD FINANCIAL ADVISORS, INC.·CHAPEL HILL, North Carolina
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1504 E. FRANKLIN ST., CHAPEL HILL, NC 27514CRD# 2859074Firm CRD# 150641
01

About

James Ronald Miller is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with WOODWARD FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOODWARD FINANCIAL ADVISORS, INC.
WOODWARD FINANCIAL ADVISORS, INC.
AUM
$511M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WOODWARD FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2859074
Firm CRD# 150641
No disclosures on file
View on FINRA BrokerCheck →

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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
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
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