John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 3 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1 North Wealth Services | Annapolis, MD | May 2020 - Current | 3 |
| Towson University | Towson, MD | Aug 2019 - Current | 4 |
| Na | Pikesville, MD | Mar 2020 - Apr 2020 | < 1 |
| Sandbek Outdoors | Glen Arm, MD | Jun 2016 - Jan 2020 | 3 |
| Community College Of Baltimore County | Essex, MD | Jan 2017 - May 2019 | 2 |
| Kobolak And Son Inc. | Cinnaminson, NJ | Jan 2019 - Jan 2019 | < 1 |
| Concordia Preparatory School | Towson, MD | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MD
-
Total Assets Under Management273MILLIONS
-
Total Number of Accounts687ACCOUNTS
-
Average Account Value$397,624
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MD, NH, PA, TX, VA
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