Constance Millahn, financial advisor Sparta NJ

Constance Millahn

CRD Number: 6062048
Current Firm: Sterling Financial Planning Inc.

Constance Millahn (CRD# 6062048) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 9 years of experience in the finance industry. Constance Millahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sterling Financial Planning Inc. Sparta, NJ Jun 2017 - Current 4
Rbc Capital Markets, LLC Parsippany, NJ Aug 2016 - Jun 2017 < 1
Lpl Financial, LLC Parsippany, NJ Aug 2014 - Aug 2016 2
Ameriprise Financial Services, Inc. Parsippany, NJ May 2012 - Aug 2014 2
Crystal Springs Golf & Spa Resort Hamburg, NJ Oct 1988 - May 2012 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Constance P. Millahn
Phone Number: 973-729-1234
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    540
    MILLIONS
  • Total Number of Accounts
    1,325
    ACCOUNTS
  • Average Account Value
    $407,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

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