Garry Milbrod
Garry Milbrod is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lancaster, SC, with 35 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lancaster, SC
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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
Garry sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. Garry is also an OSJ manager for GIM Financial Solutions, LLC, spending full-time hours supervising representatives and selling securities and insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Pruco Securities CorporationBroker
State Registrations36 states
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