Milan Winters, financial advisor Wilmington DE

Milan Winters

CRD Number: 5085390
Current Firm: Lighthouse Financial

Milan Winters (CRD# 5085390) is an Investment Advisor Representative working at Lighthouse Financial in Wilmington, DE and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lighthouse Financial Wealth Management, LLC Wilmington, DE Jan 2011 - Current 13
Independent Insurance Agent Wilmington, DE Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Milan P. Winters
Phone Number: 302-351-5660
Registered State(s):
  • DE
  • FL
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $250,320
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Security ratings or pricing services
  • Market timing services
Types of Clients
Registered States

DE, FL, MI, PA, TX

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