John Mileham, financial advisor White Plains NY
93 score

John Mileham

CRD Number: 1090766
Current Firm: Transamerica Financial Advisors, Inc.

John Mileham (CRD# 1090766) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in White Plains, NY and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. White Plains, NY Jan 2012 - Current 4
World Financial Group Duluth, GA Jan 2012 - Current 4
John Mileham Insurance Brokers Woodcliff Lake, NJ Apr 2011 - Current 5
John Hancock Signators Investors Inc. Boston, MA May 2009 - Mar 2011 1
John Hancock Financial Services Westbury, NY May 2009 - Mar 2011 1
Allstate Financial Services Oradell, NJ Jul 2003 - Apr 2009 5
Allstate Insurance Company Oradell, NJ Jun 2003 - Apr 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for John W. Mileham
Phone Number: 727-299-1800
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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