Joseph Milford (CRD# 6477346) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Edge Insurance & Financial Services, Inc. | Independence, OH | May 2023 - Current | < 1 |
| Vines Financial Group Llc D/b/a V Financial Partners | Independence, OH | May 2021 - Current | 2 |
| Eagle Strategies LLC | Seven Hills, OH | Aug 2015 - Current | 8 |
| New York Life Insurance Company | Seven Hills, OH | Apr 2015 - Current | 9 |
| Nylife Securities LLC | Seven Hills, OH | Apr 2015 - Current | 9 |
| Northrop Grumman Corporation | Avon, OH | Feb 2005 - Apr 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
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- OH
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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