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Carl Andrew Millard

MILLARD & COMPANY, INC.·TRYON, North Carolina
Clean recordMILLARD & COMPANY, INC.
22 DEPOT STREET, TRYON, NC 28782CRD# 2477172Firm CRD# 154394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Andrew Millard · TRYON, NC
Registration
CRD #2477172 · MILLARD & COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Andrew Millard is a registered financial advisor based in TRYON, North Carolina, affiliated with MILLARD & COMPANY, 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
Introduction

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03

Firm Overview

Firm
MILLARD & COMPANY, INC.
MILLARD & COMPANY, INC.
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MILLARD & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2477172
Firm CRD# 154394
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl Andrew Millard offer?
Carl Andrew Millard specializes in Financial Planning, Investment Management. Contact their office in TRYON, North Carolina for a consultation.
What are Carl Andrew Millard's credentials?
Carl Andrew Millard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Andrew Millard located?
Carl Andrew Millard is based in TRYON, North Carolina, working with MILLARD & COMPANY, INC.. Their office serves clients in the TRYON metropolitan area and surrounding communities.
How does Carl Andrew Millard charge for services?
Carl Andrew Millard'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 MILLARD & COMPANY, INC.?
MILLARD & COMPANY, INC. has approximately 1 employees and manages $62M 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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Research
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