Gregg MillmanCRD Number: 4533027
Current Firm: Principal Securities, Inc.
Gregg Millman (CRD# 4533027) is an Investment Advisor Representative working at Principal Securities, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Financial Advisors Of Delaware Valley||Wilmington, DE||Sep 2008 - Current||8|
|Princor Financial Services Corporation||Wilmington, DE||Dec 2002 - Current||14|
|Principal Life Insurance Company||Wilmington, DE||Dec 2002 - Current||14|
|Dvfg Advisors LLC||Wilmington, DE||May 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV