Deborah Mills, financial advisor Lynchburg VA

Deborah Mills

CRD Number: 1395757
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Deborah Mills (CRD# 1395757) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynchburg, VA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston, WV Jul 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Deborah Mills
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • NC
  • TN
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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