John Milo, financial advisor Springboro OH
83 score

John Milo

CRD Number: 1824688
Current Firm: Key Investment Services LLC

John Milo (CRD# 1824688) is an Investment Advisor Representative working at Key Investment Services LLC in Springboro, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Dayton, OH Dec 2012 - Current 4
U.s. Bancorp Investments, Inc. Springboro, OH Dec 2001 - Dec 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S66 NASAA Uniform Combined State Law Examination May 2006
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John P. Milo
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
83

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