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 19 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|
|Berkshire Asset Management Inc.||Wilkes-barre, PA||May 2003 - Oct 2007||4|
|Legg Mason Investor Services, LLC||Baltimore, MD||Dec 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management966MILLIONS
Total Number of Accounts1,071ACCOUNTS
Average Account Value$902,294
- 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)
CA, CO, DE, FL, IL, KY, LA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, TX, VA, WI