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Milton Warner

29 Years of Experience
Kinston, NC
Broker

Milton Warner is a registered investment advisor at Wells Fargo Advisors, based in Kinston, NC, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2120 N Queen St, Kinston, NC, 28501

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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.

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Other Business Activities

Milton is a co-trustee for his mother's trust, a board member of Coral Bay Ridge Homeowners Association, and has ownership stakes in WHHS Real Estate LLC, Warner, Hood, Hardee & Stroud Wealth Advisors, LLC, and MDWJ LLC. His involvement with MDWJ LLC takes nearly full-time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
June 2002 - April 2024 · 21 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - April 2024 · 21 yrs 10 mos
Wachovia Securities, INC.
December 2001 - June 2002 · 6 mos
Wachovia Securities, INC.Broker
March 1997 - June 2002 · 5 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.