Darrell Milburn, financial advisor Covington LA
93 score

Darrell Milburn

CRD Number: 3130806
Current Firm: H.d. Vest Advisory Services, Inc.

Darrell Milburn (CRD# 3130806) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Covington, LA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Johnson Financial Mandeville, LA Aug 2003 - Current 13
H.d. Vest Advisory Services Covington, LA Feb 1999 - Current 17
H.d. Vest Investmentservices Mandeville, LA Sep 1998 - Current 18
St.tammany Parish Sewerage Board Manderville, LA Jan 2003 - Mar 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Darrell A. Milburn
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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