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James Frederick Miller

Investment adviser representative at Wealthcare Advisory Partners LLC
16 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Wealthcare Advisory Partners, LLCOct 2017 to now
  2. LPL Financial LLCAug 2010 to now
  3. Bank of America, NAFeb 2010 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (VA).

Wealthcare Advisory Partners LLC

$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4199592
Firm CRD
171976
Advisor's SEC record (opens in a new tab)
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