Terry Miller, CSA

Associate

Phone: 336-769-4644
Fax: 336-769-9706
Mobile Phone: 336-451-1072
E-mail:

 

Terry has successfully passed the examinations for FINRA series 6, 63, and 65 registrations.  As an Investment Advisor Representative, Terry has successfully completed training as a Certified Senior Advisor (CSA) designee, and is presently working toward his LUTCF certification.  Terry is also licensed in life, health, disability, long-term care and Medicare supplemental insurance.  Terry has dedicated his career to working with employees of the State of North Carolina, specializing in their employee benefits and retirement planning.  Additionally, Terry offers North Carolina small businesses professional benefit and retirement planning, concentrating on companies with 150 or fewer employees.