Marilyn MillingtonCRD Number: 2998059
Current Firm: Berkshire Asset Management, LLC
Marilyn Millington (CRD# 2998059) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 20 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Berkshire Asset Management LLC||Wilkes-barre, PA||Oct 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management1,321MILLIONS
Total Number of Accounts1,312ACCOUNTS
Average Account Value$1,006,621
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DE, FL, IL, KY, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI