Robert Milan is a registered investment advisor, based in Canton, OH, with 27 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
116 Cleveland Ave, N.W., Ste 317, Canton, OH, 44702
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Regulatory History (3)
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Employment Separation After Allegations
May 2013Customer Dispute
August 2010Settled
Customer Dispute
March 2010Denied
Other Business ActivitiesSells Insurance
Robert is a tax preparer for Milan & Associates LLC, dedicating minimal time to this role. He is also an Investment Advisor Representative with TCFG Investment Advisors, LLC and an insurance agent with TCFG Insurance Solutions, LLC.
Employment History
Current Registrations
Tcfg Wealth Management, LLCBroker
December 2017 - Present · 8 yrs 10 mos
Tcfg Investment Advisors, LLC
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2013 - November 2017 · 4 yrs 1 mo
National Planning CorporationBroker
September 2013 - November 2017 · 4 yrs 2 mos
Ameriprise Financial Services, INC.
August 2002 - May 2013 · 10 yrs 9 mos
Ameriprise Financial Services, INC.Broker
February 1999 - May 2013 · 14 yrs 3 mos
Ids Life Insurance CompanyBroker
February 1999 - July 2006 · 7 yrs 5 mos
State Registrations1 state
OH
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.
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