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Financial ADVSR advisor directory · SEC adviser records

Millennium Planning Group, LLC financial advisors

Every SEC-registered investment adviser representative at Millennium Planning Group, LLC, by the state and city of the office they work from.

2 registered advisors work at Millennium Planning Group, LLC, in 1 state and 2 cities; the most are in Cary, NC (1). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Millennium Planning Group, LLC advisor by name →

Cities with the most Millennium Planning Group, LLC advisors

Cary, NC 1Pittsboro, NC 1

Millennium Planning Group, LLC advisors by state

Millennium Planning Group, LLC in North Carolina 2

Cary 1Pittsboro 1

Questions

How many financial advisors does Millennium Planning Group, LLC have?

2 investment adviser representatives are registered with Millennium Planning Group, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Millennium Planning Group, LLC have the most advisors?

Cary, NC, with 1 registered advisors, then Pittsboro, NC (1). By state, North Carolina has the most, with 2.

How do I find a Millennium Planning Group, LLC financial advisor near me?

Pick your state below, then your city, to see every Millennium Planning Group, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Millennium Planning Group, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →