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Hope Willard Lundt

WILLARD MILLS ADVISORY, LLC·BRENTWOOD, Tennessee
SIE, Series 6, Series 7, Series 63Clean recordWILLARD MILLS ADVISORY, LLC
5120 VIRGINIA WAY SUITE C-22, BRENTWOOD, TN 37027CRD# 2685299Firm CRD# 281150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hope Willard Lundt · BRENTWOOD, TN
Registration
CRD #2685299 · WILLARD MILLS ADVISORY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WILLARD MILLS ADVISORY, LLC
CRD 281150 · SEC 801-106518
AUM
$6M
Regulatory assets under management
Employees
2
1 client accounts
Services offered by WILLARD MILLS ADVISORY, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at WILLARD MILLS ADVISORY, LLC →
Introduction

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Frequently Asked Questions

What services does Hope Willard Lundt offer?
Hope Willard Lundt specializes in Investment Management, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Hope Willard Lundt's credentials?
Hope Willard Lundt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hope Willard Lundt located?
Hope Willard Lundt is based in BRENTWOOD, Tennessee, working with WILLARD MILLS ADVISORY, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Hope Willard Lundt charge for services?
Hope Willard Lundt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLARD MILLS ADVISORY, LLC?
WILLARD MILLS ADVISORY, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLARD MILLS ADVISORY, LLC

John Thomas Mills
BRENTWOOD, TN

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