Austin MillikenCRD Number: 2968398
Current Firm: Mc Aureate
Austin Milliken (CRD# 2968398) is an Investment Advisor Representative working at Mc Aureate in Healdsberg, CA and has over 3 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Traverso Chambers Private Wealth Management, LLC
Securities America Advisors, Inc.
|Mc Aureate||Healdsberg, CA||Apr 2021 - Current||< 1|
|Northstar Financial||Beverly Hills, CA||Mar 2009 - Current||12|
|Mount Tamalpais Asset Management, Llc (formerly Tandem)||Larkspur, CA||Jan 2019 - Jun 2021||2|
|Pickwick Capital Partners, LLC||White Plains, NY||Apr 2021 - May 2021||< 1|
|Calamar Financial Group||Wheatfield, NY||Oct 2020 - Apr 2021||< 1|
|Cs Planning Corp.||Portland, OR||Jan 2019 - Jul 2019||< 1|
|Myrespects||Redway, CA||Jan 2016 - Jan 2019||3|
|Shibui Capital, LLC||Healdsburg, CA||Mar 2010 - Dec 2015||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
|S63||Uniform Securities State Law Examination||Jan 2021|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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