Unclaimed Profile

Allison Rose Miller

ARMOR INVESTMENT ADVISORS, LLC·RALEIGH, North Carolina

Clean record6 years registeredARMOR INVESTMENT ADVISORS, LLC

4101 LAKE BOONE TRAIL, RALEIGH, NC 27607CRD# 7091968Firm CRD# 134200

Profile Verification

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

Identity

Allison Rose Miller · RALEIGH, NC

Registration

CRD #7091968 · ARMOR INVESTMENT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

ARMOR INVESTMENT ADVISORS, LLC

Apr 2020 – present

Registrations & Exams

Registration record

First registered · April 17, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARMOR INVESTMENT ADVISORS, LLC

CRD 134200 · SEC 801-63981

AUM

$340M

Regulatory assets under management

Employees

189 client accounts

Services offered by ARMOR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARMOR INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Allison Rose Miller offer?

Allison Rose Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Allison Rose Miller's credentials?

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

Where is Allison Rose Miller located?

Allison Rose Miller is based in RALEIGH, North Carolina, working with ARMOR INVESTMENT ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Allison Rose Miller charge for services?

Allison Rose 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 ARMOR INVESTMENT ADVISORS, LLC?

ARMOR INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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