Stephen Milner (CRD# 3266515) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Tilly Capital, LLC | Irvine, CA | Nov 2020 - Current | 3 |
| Baker Tilly Wealth Management, LLC | Irvine, CA | Nov 2020 - Current | 3 |
| Baker Tilly Us, LLP | Irvine, CA | Nov 2020 - Current | 3 |
| Squar, Milner & Reehl, LLP | Newport Beach, CA | Jan 2001 - Nov 2020 | 19 |
| Squar Milner Financial Services | Irvine, CA | Jan 2001 - Nov 2020 | 19 |
| Allegis Investment Services | Newport Beach, CA | Jul 2017 - Mar 2019 | 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1999 |
- CA
-
Total Assets Under Management4,800MILLIONS
-
Total Number of Accounts3,569ACCOUNTS
-
Average Account Value$1,344,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NH, NJ, NY, OH, PA, TX, UT, VA, WI
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