James Frederick Miller

Current Employers

Employment History

• 02/2010 → 10/2017
  Bank Of America, Na
  Charlottesville, VA
• 08/2010 → Present
  Lpl Financial Llc
  Charlottesville, VA
• 10/2017 → Present
  Wealthcare Advisory Partners, Llc
  Charlottesville, VA

Previous Registrations

• 2009-10-23 → 2010-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Charlottesville, VA
  Charlottesville, VA
  Richmond, VA
• 2003-01-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Richmond, VA
  Charlottesville, VA
• 2002-04-02 → 2003-01-13
  Morgan Stanley Dw Inc.
  Charlottesville, VA

Other Businesses

1.08/02/2010; ; Magician; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 2.08/05/2010; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Miller Financial Group; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.07/18/2011; Miller Financial Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.03/23/2015; Miller Financial Group; Insurance Agency; Investment Related; Charlottesville,VA; Start Date 03/19/2015; 4hrs/mth; 4hrs during trading 5.10/02/2017; none; Other - Radio Color Analyst; Not Investment Related; Charlottesville,VA; Start Date 11/10/2017; 20hrs/mth; 1hrs during trading 6.11/03/2017; (Hybrid) Miller Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/01/2017; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 05/01/2017. I expect to spend approximately [160 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7.11/03/2017; (Hybrid) Wealthcare Advisory Partners / Wealthcare Advisory Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/01/2017; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 05/01/2017. I expect to spend approximately [160 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Milestone Financial Group; Investment Related; at Reported Business Location(s); Start Date 08/04/2026; 160hrs/mth; 160hrs during trading 9.08/12/2026; (Hybrid) Milestone Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/04/2026; 160hrs/mth; 160hrs during trading;

Exams

• S66 Uniform Combined State Law Examination
  2000-11-28

Other Names

• James Miller