HM
ChFC
HM
ChFC

Henry Millner

27 Years of Experience
Lynchburg, VA
Broker

Henry Millner is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1022 Commerce St., Ste. 2C, Lynchburg, VA, 24504-1720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Henry is a non-profit board member for Greater Lynchburg Habitat for Humanity, dedicating minimal time. He also operates H. Victor Millner, III, LLC as a DBA for his LPL business, taking about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2017 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2014 - January 2018 · 3 yrs 2 mos
Northwestern Mutual Investment Services,llc
July 2006 - February 2009 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
November 1998 - January 2018 · 19 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
November 1998 - January 2002 · 3 yrs 2 mos
State Registrations13 states
INKYMDNCNJNMNYOKPASCTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.