Jeffrey Milne (CRD# 6698863) is an Investment Advisor Representative working at Primerica Advisors in Hoover, AL and has over 7 years of experience in the finance industry. Jeffrey Milne 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.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cmj Financial Group | Hoover, AL | Jun 2019 - Current | 4 |
| Pfs Investments Inc. | Hoover, AL | Jun 2017 - Current | 6 |
| Primerica Financial Services | Hoover, AL | Sep 1989 - Current | 34 |
| Publix | Birmingham, AL | Jul 2018 - Sep 2019 | 1 |
| The Prudential Insurance Company Of America | Birmingham, AL | Nov 2016 - May 2017 | < 1 |
| Pruco Securities, LLC | Birmingham, AL | Aug 2016 - May 2017 | < 1 |
| Financial Professional Associate | Birmingham, AL | Aug 2016 - May 2017 | < 1 |
| Unemployed | Birmingham, AL | Jun 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- AL
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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