Garry MilbrodCRD Number: 1413548
Current Firm: Voya Financial Advisors, Inc.
Garry Milbrod (CRD# 1413548) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Voya Financial Advisors||Charlotte, NC||Sep 2014 - Current||3|
|Zenith Marketing Group/zmg Financial Services LLC||Charlotte, NC||Jan 2008 - Current||10|
|Ing Financial Partners||Charlotte, NC||Jan 2008 - Sep 2014||6|
|Unemployed||Charlotte, NC||Jul 2007 - Jan 2008||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||New York, NY||Dec 2001 - Jul 2007||5|
|Tiaa-cref Individual & Institutional Services, Inc.||New York, NY||Mar 1994 - Jul 2007||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1995|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV