Constance MillahnCRD 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Wells Fargo Clearing Services, LLC
|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|
Total Assets Under Management540MILLIONS
Total Number of Accounts1,325ACCOUNTS
Average Account Value$407,682
- 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
CA, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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