Andrew Mill, financial advisor Nazareth PA

Andrew Mill

CRD Number: 5105588
Current Firm: Truist Advisory Services, Inc.

Andrew Mill (CRD# 5105588) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nazareth, PA and has over 13 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Truist Advisory Services, Inc. Atlanta, GA Mar 2021 - Current 3
Truist Investment Services, Inc. Allantown, PA Feb 2021 - Current 3
Bb&t Securities, LLC Hellertown, PA Jan 2018 - Feb 2021 3
Bbtis Allentown, PA Jul 2016 - Jan 2018 1
Cetera Investment Advisers LLC Allentown, PA Jan 2015 - Jul 2016 1
National Penn Bank Hazleton, PA Apr 2009 - Jul 2016 7
Cetera Investment Services St. Cloud, MN Apr 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Mill
Phone Number: 404-813-7713
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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

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