Michael Milne, financial advisor Ocala FL
38 score

Michael Milne

CRD Number: 1842992
Current Firm: Ocala Capital, LLC

Michael Milne (CRD# 1842992) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ocala Capital, LLC Ocala, FL Aug 2015 - Current 1
Mike Milne, Sole Proprietor Ocala, FL Nov 2012 - Current 4
Ocala Capital, LLC Ocala, FL Dec 2004 - Current 12
Kovack Advisors Inc. Ft. Lauderdale, FL Jan 2012 - Aug 2015 3
Kovack Securities, Inc. Ft. Lauderdale, FL Oct 2011 - Aug 2015 3
Brokersxpress LLC Chicago, IL Feb 2011 - Nov 2011 < 1
Raymond James Financial Advisors, Inc. St. Petersburg, FL Aug 2009 - Jan 2011 1
Raymond James Financial Services Ocala, FL Jan 2006 - Oct 2009 3
Raymond James & Associates, Inc. Ocala, FL Sep 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Milne
Phone Number: 352-369-0014
Firm Website: http://ocalacapital.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $50,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL

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BADGES
38

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