Milestone Wealth Strategies
Milestone Wealth Strategies (CRD# 162625) is a financial advisory firm headquartered in Plano, TX. They manage $8,000,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Milestone Wealth Strategies
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$195,122
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Milestone Wealth Strategies
1
James Scott (CRD# 2221856) is an Investment Advisor Representative working at Milestone Wealth Strategies in Plano, TX and has over 31 years of experience in the finance industry.
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