John Milligan is a CFP-designated registered investment advisor, based in Austin, TX, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Austin, TX
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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 →Employment History
Current Registrations
Kestra Advisory Services, LLC
July 2026 - Present · 3 mos
Kestra Investment Services, LLCBroker
July 2026 - Present · 3 mos
Kestra Investment Services, LLC
July 2026 - Present · 3 mos
Previous Registrations
Truist Securities, INC.Broker
December 2023 - July 2026 · 2 yrs 7 mos
Bb&t Securities, LLCBroker
December 2019 - February 2021 · 1 yr 2 mos
Truist Advisory Services, INC.
September 2016 - December 2023 · 7 yrs 3 mos
Truist Investment Services, INC.Broker
November 2012 - December 2023 · 11 yrs 1 mo
Suntrust Investment Services, INC.
November 2012 - December 2016 · 4 yrs 1 mo
Ameriprise Financial Services, INC.
July 2003 - March 2009 · 5 yrs 8 mos
Ameriprise Financial Services, INC.Broker
August 1999 - November 2012 · 13 yrs 3 mos
Ids Life Insurance CompanyBroker
August 1999 - July 2006 · 6 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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