Steven MilliganCRD Number: 5606511
Current Firm: On Investment Management Co
Steven Milligan (CRD# 5606511) is an Investment Advisor Representative working at On Investment Management Co in Norfolk, VA and has over 8 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.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|The On Equity Sales Companu||Cincinnati, OH||Jan 2012 - Current||5|
|Ohio National Financial Services||Cincinnati, OH||Aug 2011 - Current||5|
|Metlife Securities Inc.||Chesapeake, VA||Oct 2008 - Jan 2012||3|
|Bank Of Hampton Roads||Norfolk, VA||Jun 2008 - Aug 2008||< 1|
|Norfolk Christian Schools||Norfolk, VA||Jul 2007 - Jun 2008||< 1|
|Monarch Bank||Norfolk, VA||Nov 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- 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
- Selection of other advisers (including private fund managers)
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