Francis Miller is a ChFC-designated registered investment advisor at Pks Advisory Services, LLC, based in Chesterfield, VA, with 17 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
Chesterfield, VA
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Regulatory History (5)
Financial
June 2022Financial
September 2019Financial
September 2018Financial
July 2018Financial
June 2018Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Pruco Securities, LLC.Broker
New England Securities Corporation
Walnut Street Securities, INC.
Metlife Securities INC.
Tower Square Securities, INC.
Metlife Securities INC.Broker
New England SecuritiesBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
PNC Investments
PNC InvestmentsBroker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.