MC
CFP · ChFC
MC
CFP · ChFC

Milner Carballo

32 Years of Experience
El Paso, TX
Broker

Milner Carballo is a CFP, ChFC-designated registered investment advisor, based in El Paso, TX, with 32 years of industry experience.

Location

201 E Main Suite 1517, El Paso, TX, 79901

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Milner is the owner/member of Milner Carballo LLC, a holding company or tax/bill payment entity, dedicating full-time hours. He is also a partner in a real estate development project, spending about 10-20% of his time, and a managing partner/financial professional at Gentry Partners Wealth Management, LLC, spending full-time hours.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Securities, INC.Broker
October 2012 - September 2022 · 9 yrs 11 mos
First Allied Advisory Services, INC.
October 2012 - November 2020 · 8 yrs 1 mo
Ogilvie Security Advisors CORP
August 2002 - October 2012 · 10 yrs 2 mos
Ogilvie Security Advisors CorporationBroker
January 2001 - October 2012 · 11 yrs 9 mos
Signator Investors, INC.Broker
March 1994 - January 2001 · 6 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - May 1997 · 3 yrs 2 mos
State Registrations11 states
AZCOFLGAMTNCNMNVPAPRTX
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.
Milner Carballo - Financial Advisor | TrueAdvisor