Gary Milkwick (CRD# 5212005) is an Investment Advisor Representative working at Embark Wealth Management, LLC in Tempe, AZ and has over 13 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Embark Wealth Management, LLC | New York, NY | Dec 2010 - Current | 13 |
| Accounting Fulfillment Services, LLC | Phoenix, AZ | Jan 2016 - Feb 2021 | 5 |
| Manhattan Professional Group | New York City, NY | Jul 2007 - Dec 2015 | 8 |
| The Tax Club | New York City, NY | Jul 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- AZ
- CA
- FL
- NY
- PA
- VA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$107,728
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MD, MN, MO, NC, NJ, NY, PA, TN, TX, VA
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