TrueAdvisor
TrueAdvisor
JH
JH
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Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
Millennium Investment and Retirement Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
613 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

Winston Salem, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
May 2009 - December 2016 · 7 yrs 7 mos
Consolidated Portfolio Review CORP
September 2007 - November 2008 · 1 yr 2 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
James Matthew Holland - Financial Advisor | TrueAdvisor