Milan WintersCRD 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 16 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Lighthouse Financial Wealth Management, LLC||Wilmington, DE||Jan 2011 - Current||11|
|Independent Insurance Agent||Wilmington, DE||Jan 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Total Assets Under Management107MILLIONS
Total Number of Accounts427ACCOUNTS
Average Account Value$250,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Security ratings or pricing services
- Market timing services
DE, FL, MI, PA, TX
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