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ChFC

Henry Millner

LPL Financial LLC
27 Years of Experience
Lynchburg, VA
Broker
View SEC Summary
View SEC Summary

Henry Millner is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, with 27 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 LLCBroker
December 2017 - Present · 8 yrs 10 mos
LPL Financial LLC
December 2017 - Present · 8 yrs 10 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 Registrations14 states
GAINKYMDNCNJNMNYOKPASCTXVAWY
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.
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