Steven MilliganCRD Number: 5606511
Current Firm: Retirement Wealth Advisors, Inc.
Steven Milligan (CRD# 5606511) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Norfolk, VA and has over 9 years of experience in the finance industry. Steven Milligan 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.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Retirement Wealth Advisors||Norfolk, VA||Dec 2016 - Current||1|
|Mike Milligan, Cfp LLC||Norfolk, VA||Jan 2011 - Current||7|
|Norfolk Christian Schools||Norfolk, VA||Jul 2007 - Current||10|
|American Armed Forces Mutual Aid Assn. Wealth Mgt And Trust||Norfolk, VA||Jun 2017 - Dec 2017||< 1|
|Tfa Benefits||Virginia Beach, VA||Jan 2012 - Dec 2017||5|
|The On Equity Sales Company||Cincinnati, OH||Jan 2012 - Dec 2016||4|
|Ohio National Financial Services||Cincinnati, OH||Aug 2011 - Dec 2016||5|
|Metlife Securities Inc.||Chesapeake, VA||Oct 2008 - Jan 2012||3|
|Bank Of Hampton Roads||Norfolk, VA||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
Total Assets Under Management1,512MILLIONS
Total Number of Accounts13,030ACCOUNTS
Average Account Value$116,046
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV