Herbert Joseph Millard
Professional Summary
Herbert Joseph Millard is a registered financial advisor currently at WASHINGTON SECURITIES CORPORATION located in Chevy Chase, Maryland. Herbert is registered as a RR (Registered Representative) and started their career in finance in 1976. Herbert has worked at 5 firms and has passed the Series 63, Series 52TO, Series 7TO, Series 99TO, SIE, Series 53, Series 27, Series 24, F04 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
WASHINGTON SECURITIES CORPORATION
Contact Information
Main Address
6935 Wisconsin Ave No. 510 Suite 510, Chevy Chase, MD 20815Mailing Address
6935 Wisconsin Ave No. 510, Chevy Chase, MD 20815-6113Phone Number
(301) 657-4810Established
Virginia since 08/20/1998Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$6,975,967Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/10/2010)
(8/27/2001)
(9/16/2011)
(9/7/2001)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examF04 — Financial Principal Examination
Passed Jan 1976Series 40 — Registered Principal Examination
Passed Jan 1976SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Herbert Joseph Millard's CRS (Customer Relationship Summary).
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