Michael Milne (CRD# 1842992) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 32 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ocala Capital, LLC | Ocala, FL | Aug 2015 - Current | 8 |
| Ocala Capital, LLC | Ocala, FL | Dec 2004 - Current | 19 |
| Mike Milne, Sole Proprietor | Ocala, FL | Nov 2012 - Nov 2015 | 3 |
| Kovack Advisors Inc. | Ft. Lauderdale, FL | Jan 2012 - Aug 2015 | 3 |
| Kovack Securities, Inc. | Ft. Lauderdale, FL | Oct 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management11MILLIONS
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Total Number of Accounts171ACCOUNTS
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Average Account Value$64,912
- 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
- Pension consulting services
FL
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