Michael Milton, financial advisor San Francisco CA
93 score

Michael Milton

CRD Number: 4596497
Current Firm: Sorrento Pacific Financial, LLC

Michael Milton (CRD# 4596497) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fremont Bank San Francisco, CA May 2015 - Current 1
Sorrento Pacific Financial, LLC San Diego, CA May 2015 - Current 1
Wells Fargo Advisors LLC San Jose/walnut Creek, CA Jan 2011 - Apr 2015 4
Wells Fargo Bank. N. A. San Jose/walnut Creek, CA Nov 2002 - Apr 2015 12
Wells Fargo Investments, LLC Walnut Creek/oakland, CA Oct 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Michael D. Milton
Phone Number: 858-805-7900
Firm Website: http://mybd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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