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Allison Rose Miller

Armor Investment Advisors, LLC

Raleigh, NC

CRD 7091968

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Employer firm

Armor Investment Advisors, LLC CRD 134200

$356M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Armor Investment Advisors, Llc

4101 Lake Boone Trail Suite 208, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-04-17
  • NC RA
    APPROVED
    Since 2020-04-17

Branch Locations

4101 Lake Boone Trail Suite 208, Raleigh, NC 27607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armor Investment Advisors, Llc Raleigh NC 08/2019 Present
Wms Partners, Llc Towson MD 05/2016 07/2019
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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