Charles Milliken is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 41 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles sells life, health, and fixed annuity products as an independent insurance agent. He also serves as secretary of his men's golf league, prepares income tax returns, and is co-trustee of his father's trust, spending about 10-20% of his time on trust-related duties.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
LPL Financial LLCBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Mutual Service CorporationBroker
Pennsylvania Securities CompanyBroker
State Registrations7 states
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