Charles Milliken, financial advisor Westlake TX

Charles Milliken

CRD Number: 7097556
Current Firm: Fidelity Personal And Workplace Advisors

Charles Milliken (CRD# 7097556) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Apr 2019 - Current 3
Uber Technologies Irving, TX Oct 2018 - Apr 2019 < 1
Lyft, Inc. Irving, TX Oct 2018 - Apr 2019 < 1
World Financial Group Insurance Agency Rochester, NY Oct 2013 - Apr 2019 5
Napa Wood Fired Pizzeria And Bistro Rochester, NY Feb 2018 - Oct 2018 < 1
Schwebels Baking Company Rochester, NY Feb 2018 - Jun 2018 < 1
United States Postal Service Henrietta, NY Nov 2017 - Jan 2018 < 1
Aj's Tap & Steakhouse Webster, NY Jan 2017 - Nov 2017 < 1
Student Debt Solution Center Rochester, NY Jun 2014 - Oct 2017 3
Napa Wood Fired Pizzeria And Bistro Webster, NY Jun 2016 - Dec 2016 < 1
Equinox Securities Century City, CA Oct 2013 - Jun 2014 < 1
Jw Prepps Rochester, NY May 2013 - Oct 2013 < 1
Unemployed Rochester, NY Apr 2013 - Apr 2013 < 1
Macgregor's Grill & Taproom Rochester, NY Mar 2012 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Charles R. Milliken
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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