Best Investors Account Sign in
Inactive

James Matthew Holland

Millennium Investment And Retirement Advisors, LLC

Winston Salem, NC

CRD 2181702

Claim This Profile
Employer firm

Millennium Investment And Retirement Advisors, LLC CRD 117868

$1.38B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

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

Current Employers
Millennium Investment And Retirement Advisors, Llc

Winston Salem, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
NC RA APPROVED 2017-01-05
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • NC RA
    APPROVED
    Since 2017-01-05

Branch Locations

Winston Salem, NC • 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
Millennium Investment And Retirement Advisors, Llc Charlotte NC 05/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-18
S63 Uniform Securities Agent State Law Examination 1991-10-04
  • S66 Uniform Combined State Law Examination
    2007-09-18
  • S63 Uniform Securities Agent State Law Examination
    1991-10-04

View on SEC IAPD

More in Winston Salem, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor