Cortney MilnerCRD Number: 5420374
Current Firm: Cambridge Investment Research Advisors, Inc.
Cortney Milner (CRD# 5420374) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2014 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Dc Mac LLC||West Chester, PA||Sep 2007 - Current||10|
|Securian Financial Services||St. Paul, MN||Aug 2008 - Oct 2012||4|
|Legacy Planning Partners||West Chester, PA||Aug 2008 - Oct 2012||4|
|Securian Financial Services||St. Paul, MN||Sep 2007 - Aug 2008||< 1|
|Legacy Planning Partners||West Chester, PA||Sep 2007 - Aug 2008||< 1|
|West Chester University||West Chester, PA||Sep 2004 - Jun 2008||3|
|Hollywood Tan||Exton, PA||Mar 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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