GM
CFP
GM
CFP

Glen Milligan

40 Years of Experience
Farmington Hills, MI
Broker

Glen Milligan is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Glen engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - June 2017 · 7 yrs 8 mos
Ameriprise Financial Services, INC.Broker
October 2009 - June 2017 · 7 yrs 8 mos
Ameriprise Advisor Services, INC.
September 2009 - October 2009 · 1 mo
Ameriprise Advisor Services, INC.Broker
March 2009 - October 2009 · 7 mos
Raymond James & Associates, INC.Broker
June 1998 - March 2009 · 10 yrs 9 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
July 1987 - May 1998 · 10 yrs 10 mos
Pennsylvania Securities CompanyBroker
October 1985 - July 1987 · 1 yr 9 mos
Ids Marketing CorporationBroker
April 1985 - September 1985 · 5 mos
State Registrations10 states
AZCACOCTFLMINCSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.