![Cheryl Millard, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
Cheryl Millard (CRD# 1088719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
![Bruce Altheide, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 1633454
Lpl Financial LLC
![Joel Askew, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 6342307
San Luis Wealth Advisors
![Janet Avedisian, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America,na | San Luis Obispo, CA | Sep 2009 - Current | 14 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village, CA | Nov 2005 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1984 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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