Charles Milett, financial advisor Inverness IL
96 score

Charles Milett

CRD Number: 1189719
Current Firm: H.d. Vest Advisory Services, Inc.

Charles Milett (CRD# 1189719) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Inverness, IL and has over 34 years of experience in the finance industry. Charles Milett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Ellis, financial advisor Inverness IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Inverness IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Inverness IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Professional Designations
Company Name Location Dates Years
H.d. Vest Investment Services Inverness, IL Nov 2014 - Current 3
H.d. Vest Advisory Services Inverness, IL Nov 2014 - Current 3
Financial Resource Center, Inc. Inverness, IL Nov 2012 - Current 5
Rental Property Inverness, IL Aug 2006 - Current 11
Rental Property Hoffman Estates, IL Sep 2002 - Current 15
Rental Property Bartlett, IL Jun 2001 - Current 16
Rental Property Schaumburg, IL Dec 1988 - Current 29
Rental Property Schaumburg, IL Dec 1986 - Current 31
Rental Property Hoffman Estates, IL May 1981 - Current 36
Rental Property Schaumburg, IL Sep 2011 - Jun 2016 4
Cetera Financial Specialists LLC Schaumburg, IL Dec 2012 - Nov 2014 1
Cetera Investment Advisers LLC Schaumburg, IL Dec 2012 - Nov 2014 1
H.d. Vest Investment Securities, Inc. Irving, TX Jan 1991 - Dec 2012 21
Financial Partners, Inc. Inverness, IL Jan 1975 - Nov 2012 37
New England Life Chicago, IL May 1986 - Dec 2011 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Charles L. Milett
Phone Number: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,278
    MILLIONS
  • Total Number of Accounts
    56,222
    ACCOUNTS
  • Average Account Value
    $218,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.