CM
CM

Christopher John Miller

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingBusiness Owners
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
Not specified

Fee Structure

Fees for the Personal Wealth Advisory Process range from $1,500 to $6,000. Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour. Educator Retirement Planning fees range from $2,000 to $4,000.

One-Time Plan:$1,500 - $6,000
Hourly Rate:$150 - $400/hr
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Location

630 Delp Road, Suite #100, Lancaster, PA, 17601

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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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Other Business ActivitiesSells Insurance

Christopher will work under Personal Wealth Advisory, an investment-related business, and sub-DBA TeachersRetire. He is also a member of PWA Partners LLC and an independent representative with various insurance carriers for fixed insurance sales only.

Employment History
Current Registrations
Personal Wealth Advisory, LLC
September 2010 - Present · 15 yrs 5 mos
Geneos Wealth Management, INC.
July 2010 - Present · 15 yrs 7 mos
Geneos Wealth Management, INC.Broker
January 2004 - Present · 22 yrs 1 mo
Previous Registrations
Financial Network Investment CorporationBroker
April 1995 - January 2004 · 8 yrs 9 mos
State Registrations14 states
AKCACODEFLGAMDNCNJOHPASCVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.