Charles MillikenCRD 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.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.