Robert Milan (CRD# 1976894) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Canton, OH and has 1 year of experience in the finance industry.
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
CRD# 5881829
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tcfg Wealth Management, LLC | Laguna Niguel, CA | Dec 2017 - Current | 6 |
| Tcfg Investment Advisors, LLC | Laguna Niguel, CA | Dec 2017 - Current | 6 |
| Tcfg Insurance Solutions, LLC | Laguna Niguel, CA | Dec 2017 - Current | 6 |
| National Planning Corporation | Canton, OH | Sep 2013 - Current | 10 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management507MILLIONS
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$207,609
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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