Milton GodwinCRD Number: 1121705
Current Firm: Wells Fargo Advisors Financial Network, LLC
Milton Godwin (CRD# 1121705) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors Fin Network LLC||Saint Louis, MO||May 2009 - Current||8|
|Wachovia Securities Financial Network, Llc (11025)||Richmond, VA||Jun 2002 - May 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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
- 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, 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