Kerry Milligan
Kerry Milligan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gulfport, MS, with 25 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12342 Ashley Dr. Ste A, Gulfport, MS, 39503
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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
Kerry is an agent for Avantax Insurance Agency, selling various annuity and insurance products, and also provides equity index annuity advice. Additionally, Kerry is an employee of The Strojny Corporation providing accounting and tax services, part owner of commercial rental property, and owner of SFS LLC entities providing tax and accounting advice.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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