Robert Milligan
Robert Milligan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
360 Mount Kemble Ave, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Robert owns 147 Fuller Ave. LLC, a rental real estate business, and dedicates minimal time to it. He also acts as an auctioneer for non-profit benefits through Milligan Auction Company, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
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