CM
CFP
CM
CFP
Christopher Milton is a CFP-designated registered investment advisor, based in Tampa, FL, with 34 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling fixed insurance under the DBA Milton Wealth Advisors. This activity is not investment-related and takes minimal time during trading hours.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
May 2013 - Present · 13 yrs
J. W. Cole Advisors, INC.
May 2013 - Present · 13 yrs
Previous Registrations
Financial Advisers of America, LLC
October 2008 - May 2013 · 4 yrs 7 mos
Financial Advisers of America, LLCBroker
September 2008 - May 2013 · 4 yrs 8 mos
Lincoln Financial Securities Corporation
June 2002 - October 2008 · 6 yrs 4 mos
Independent Advisers Group CORP
June 1998 - March 2004 · 5 yrs 9 mos
Lincoln Financial Securities CorporationBroker
June 1997 - October 2008 · 11 yrs 4 mos
Mimlic Sales CorporationBroker
March 1992 - July 1997 · 5 yrs 4 mos
State Registrations16 states
AZCAFLGAHIIDINNCNMNVNYORPATXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.