Lee Milliner, financial advisor Enterprise AL

Lee Milliner

CRD Number: 7349744
Current Firm: State Farm Investment Management Corp.

Lee Milliner (CRD# 7349744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Enterprise, AL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Enterprise, AL Dec 2021 - Current 2
State Farm Vp Management Corp. Enterprise, AL Mar 2021 - Current 3
Lee Milliner Insurance Agency Enterprise, AL Oct 2018 - Current 5
State Farm Insurnace Bloomington, IL Nov 2006 - Oct 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2021
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Lee J. Milliner
Phone Number: 800-447-0740
Registered State(s):
  • AL
  • FL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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