Barry Millson
Barry Millson is a CFP, ChFC-designated registered investment advisor at Equitable Advisors, LLC, based in Florence, KY, with 43 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
7000 Houston Road, Building 100, Suite 13, Florence, KY, 41042
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Barry is an insurance agent selling various insurance products, including life insurance and annuities, dedicating about 10-20% of his time to this. He is also the President of Millson/Walker Financial Group, Ltd. focusing on tax planning and preparation, and a member of Millwalk Properties, LLC, managing rental properties.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Royal Alliance Associates, INC.Broker
1717 Capital Management CompanyBroker
Mariner Financial Services, INC.Broker
Chubb Securities CorporationBroker
Pml Securities CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.