Marilyn Milne (CRD# 5135538) is an Investment Advisor Representative working at Edward Jones in Renton, WA and has over 15 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Jan 2019 - Current | 5 |
| Hd Vest Insurance Agency, Inc. | Irving, TX | Mar 2016 - Jan 2019 | 2 |
| Milne Financial Group | Bellevue, WA | Mar 2016 - Jan 2019 | 2 |
| Milne Financial Group | Bellevue, WA | Mar 2016 - Jan 2019 | 2 |
| Hd Vest Financial Services | Bellevue, WA | Dec 2015 - Jan 2019 | 3 |
| Hd Vest Insurance Agency Inc. | Irving, TX | Dec 2015 - Jan 2019 | 3 |
| Hd Vest Advisory Services | Bellevue, WA | Dec 2015 - Jan 2019 | 3 |
| Unemployed | Bellevue, WA | Apr 2015 - Dec 2015 | < 1 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Jan 2015 - Apr 2015 | < 1 |
| Usaa Financial Planning Services | San Antonio, TX | Jan 2015 - Apr 2015 | < 1 |
| Unemployed | San Antonio, TX | Nov 2014 - Jan 2015 | < 1 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2013 - Nov 2014 | 1 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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