Millenium Financial Services

Millenium Financial Services (CRD# 120210) is a financial advisory firm headquartered in , . They manage $18,835,958 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.mill-financial.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $114,157
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Millenium Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Richard Karlen, financial advisor Peabody MA
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 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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