John MilehamCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- 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, VI, VT, WA, WI, WV
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