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William Wright Miller

Advisor at United Brokerage Services, INC — Myrtle Beach, SC

Updated today

Credentials

Series 66

Experience

3 years

Location

Myrtle Beach, SC 29577

United Brokerage Services, INC logo

United Brokerage Services, INC

Multi-team

Total advisors

56

Across 37 offices

Clients per advisor

24 Very Low

Avg AUM per client

$254,269 Very Low

HNW client ratio

4% Very Low

About

William Miller is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC, Bank of America N.A., Merrill, and First Bank. In addition to his advisory role, he serves as a sales and service representative at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and employs a strategic and tactical asset allocation approach using mutual funds, ETFs, individual securities, and third-party research.

Client services

Based on United Brokerage Services, INC

Portfolio management

Expertise

Based on United Brokerage Services, INC

Tax-loss harvesting Wealth management

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Fee options

Percentage

Location

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Myrtle Beach, SC

991 38th Ave N

Myrtle Beach SC 29577

Advisors at this office

1

Most active in

South Carolina

Work history

3 years of industry experience

United Brokerage Services, Inc.

2024 - Present • 2 years

Sunset Beach, NC

United Bank

2023 - Present • 3 years

Sunset Beach, NC

Equitable Advisors, LLC

2022 - 2023 • 1 year

New York, NY

Unemployed

2021 - 2022 • 1 year

Little River, SC

Bank of America N.A.

2019 - 2021 • 2 years

Sunset Beach, NC

Merrill

2019 - 2021 • 2 years

Sunset Beach, NC

First Bank

2017 - 2019 • 2 years

Ocean Isle Beach, NC

Aloha Cleanings

2016 - 2019 • 3 years

Ocean Isle, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Joshua H

CFP®, Series 63, Series 66

Myrtle Beach, SC

Resettle Wealth

Joshua Hemmert is a CFP® with 14 years of experience in the financial industry. He currently operates as the sole advisor at Resettle Wealth, an independent registered investment adviser, and previously worked at J.P. Morgan Asset Management for eight years. Hemmert took a one-year sabbatical prior to founding Resettle Wealth. Resettle Wealth serves individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm combines modern portfolio theory with both passive and active investment strategies and offers values-based options upon request, managing accounts typically on a discretionary basis while providing ongoing plan updates and portfolio oversight.

Retirement income strategy Social Security optimization Tax strategies for small businesses Approaching retirement
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Francis R

Series 65

North Myrtle Beach, SC

FPR Investments LLC

Francis Rivell is a Series 65-licensed financial advisor at FPR Investments LLC with two years of industry experience. Prior to founding FPR Investments, he was involved with NMBNB LLC and had roles related to property and financial consulting. He is also a part owner of Hillside Apartments in North Myrtle Beach, SC. FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm customizes portfolios using fundamental, technical, charting, and cyclical analysis and serves clients with both ongoing portfolio management and periodic financial planning engagements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance
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John T

CFP®, Series 63

Myrtle Beach, SC

Mecklenburg Financial Group

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

Wealth management Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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James V

CFP®, Series 63, Series 65

Myrtle Beach, SC

Cairn Investor Services

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Life insurance needs analysis
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Patrick T

Series 66

North Myrtle Beach, SC

Ramsey Smith Investment Solutions

Patrick Tuite is a financial advisor at Ramsey Smith Investment Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Masonboro Advisors and BB&T Securities. He is also the managing member of MAMB, LLC. Ramsey Smith Advisors LLC provides asset management and financial planning services to individuals, small businesses, high-net-worth individuals, and charities. The firm employs a discretionary asset-management approach using methods such as fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, alongside offering hourly financial planning and educational seminars.

Retirement income strategy Cash flow / budgeting Active portfolio management Tax-loss harvesting Founder/Business Owner Executive
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