Millenium Financial Services

Millenium Financial Services (CRD# 120210) is a financial advisory firm headquartered in , . They manage $9,762,238 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Millenium Financial Services
Showing 1 - 1 of 1 top financial advisors.
Richard B. Karlen
CRD#: 2482195
182 Newbury Street, Peabody, MA 01960

Richard Karlen (CRD# 2482195) is an Investment Advisor Representative working at Millenium Financial Services in Peabody, MA and has over 24 years of experience in the finance industry.

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