Clark Milner (CRD# 6943798) is an Investment Advisor Representative working at Best Life Infinity, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Jr International, Inc. | Colorado Springs, CO | Jun 2023 - Current | < 1 |
Best Life Infinity, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
Milner Properties | Colorado Springs, CO | Sep 2017 - Current | 6 |
Investment Advisor Group | Hancock, NY | Feb 2021 - Dec 2022 | 1 |
American Tax And Financial Planners | Colorado Springs, CO | Feb 2018 - Dec 2022 | 4 |
Investment Advisor Alliance | Oradell, NJ | Apr 2018 - Mar 2021 | 2 |
Liberts, Inc. | Colorado Springs, CO | Sep 1995 - Jan 2018 | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CO
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$349,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, GA, ID, IL, LA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TN, TX, VA, WA, WI
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