Milton Greenberg
Milton Greenberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 24 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
21700 Oxnard St, Suite 1930, Woodland Hills, CA, 91367
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Regulatory History
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 ActivitiesSells Insurance
Milton is an agent for AFLAC, offering insurance products to clients and prospects, dedicating a few hours per week to this activity. He is also an officer (Treasurer) and partner at Jigsaw Wealth Management, spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations16 states
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