Keven Milgram, financial advisor San Rafael CA

Keven Milgram

CRD Number: 4493611
Current Firm: Global Retirement Partners LLC

Keven Milgram (CRD# 4493611) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 19 years of experience in the finance industry. Keven Milgram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
William Browne, financial advisor San Rafael CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Rafael CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Medina, financial advisor San Rafael CA
David J. Medina
CRD# 6424586
Global Retirement Partners LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Ft Lauderdale, FL Oct 2023 - Current < 1
Global Retirement Partners, LLC San Rafael, CA Oct 2023 - Current < 1
Mml Investors Services Ft. Lauderdale, FL Jan 2002 - Oct 2023 21
Massmutual Life Insurance Company Fort Lauderdale, FL Feb 2001 - Oct 2023 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2004
S63 Uniform Securities State Law Examination Oct 2017
Contact Info for Keven B. Milgram
Phone Number: 415-526-2753
Registered State(s):
  • FL
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Keven Milgram and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.