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).
Total Assets Under Management10MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$63,391
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Karlen (CRD# 2482195) is an Investment Advisor Representative working at Millenium Financial Services in Peabody, MA and has over 22 years of experience in the finance industry.