Brandon Milliken (CRD# 7186599) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Sofi Wealth, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Oct 2019 - Apr 2021 | 1 |
| Unemployed | Gainesville, FL | Apr 2019 - Oct 2019 | < 1 |
| Onemain Financial | Clayton/raleigh, NC | Nov 2016 - Apr 2019 | 2 |
| Bo Buck Mills | Chesterfield, SC | Dec 2015 - Dec 2016 | 1 |
| Basic Finance | Wadesboro, NC | Oct 2014 - Dec 2015 | 1 |
| St. Andrews University | Laurinburg, NC | May 2014 - Oct 2014 | < 1 |
| St. Andrews University | Laurinburg, NC | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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