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.
CRD# 5715758
Affinity Wealth Management LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- DE
- FL
-
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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