Robert Milan, financial advisor Laguna Niguel CA
52 score

Robert Milan

CRD Number: 1976894
Current Firm: Tcfg Investment Advisors, LLC

Robert Milan (CRD# 1976894) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Insurance Solutions, LLC Laguna Niguel, CA Dec 2017 - Current < 1
Tcfg Wealth Management, LLC Laguna Niguel, CA Dec 2017 - Current < 1
Tcfg Investment Advisors, LLC Laguna Niguel, CA Dec 2017 - Current < 1
National Planning Corporation Canton, OH Sep 2013 - Current 4
Unknown Canton, OH Jun 2013 - Aug 2013 < 1
Ameriprise Financial Services, Inc. Canton, OH Aug 1998 - May 2013 14

Robert Milan has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Milan
Phone Number: 949-365-5830
Registered State(s):
  • OH
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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