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Jordan Smith

Director of Advisor Services

Millennium Advisory Services Inc

United States, Virginia, Richmond

About Me

As the Director of Advisor Services, I oversee the Advisor team at Millennium and also work directly with clients to help them plan out their financial futures to and through retirement. I hold the CERTIFIED FINANCIAL PLANNER™ certification along with a Series 65 securities license.

Profile Information

Director of Advisor Services

Millennium Advisory Services Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

Aug 19, 2024

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