1. Wealthminder
  2. San Rafael, CA
William Millico, financial advisor San Rafael CA

William Millico

CRD Number: 2984906
Current Firm: Global Retirement Partners LLC

William Millico (CRD# 2984906) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC Phoenix, AZ Nov 2014 - Current 9
Lpl Financial, LLC Phoenix, AZ Apr 2014 - Current 9
Waddell & Reed, Inc. Scottsdale, AZ Feb 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for William J. Millico
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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