CM
Charles A. Mills
MILLS VALUE ADVISER
BENTONVILLE, VA
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CRD#: 4845542
CM
Professional summary
Charles Arthur Mills IV is a registered financial advisor currently at MILLS VALUE ADVISER INC located in Bentonville, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Charles has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mills Management I Real Estate Investment 3033 Wilson Blvd, Suite 700 Arlington, VA 22201 Real Estate Managament President Date Stated: FEB 2020 Hours Per Month: less than 7 hours Hours devoted to other business during trading hours: Less than 1 hour a week Duties include: To maximize the financial success of the company by approving budgets; maintaining investor and banking relationships; negotiating financing; maintaining investor and banking relationships; negotiating financing; maintaining the financial stability; short term and long term financial planning; projections and analysis. Mills Management II Real Estate Investment 3033 Wilson Blvd, Suite 700 Arlington, VA 22201 Real Estate Managament President Date Stated: FEB 2020 Hours Per Month: less than 7 hours Hours devoted to other business during trading hours: Less than 1 hour a week Duties include: To maximize the financial success of the company by approving budgets; maintaining investor and banking relationships; negotiating financing; maintaining investor and banking relationships; negotiating financing; maintaining the financial stability; short term and long term financial planning; projections and analysis.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Arthur Mills IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 2004 - Present
MILLS VALUE ADVISER INC
RIA
CRD#: 105886
BENTONVILLE, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(9/10/2004)
Current Firm
MV
MILLS VALUE ADVISER INC
MILLS MANAGEMENT I | MILLS VALUE ADVISER INC | MILLS MANAGEMENT II
CRD#: 105886 / SEC#: 801-62887
RIA
Registered Investment Advisory firm - (6/9/2009 Terminated)Michigan
Registered Investment Advisory firm - (1/6/2017 Approved)Texas
Registered Investment Advisory firm - (6/8/2009 Conditional Restricted)Virginia
Registered Investment Advisory firm - (6/3/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3033 Wilson Blvd. Suite 700, Arlington, VA 22201
Mailing Address
Phone number
(804) 640-8649
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 6,975,410 |
Red Flags
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