Michael Millam
Michael Millam is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 25 years of industry experience. Michael 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
13500 Sutton Park Dr S Ste 102, Jacksonville, FL, 32224
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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
Michael sells fixed insurance products, including life, health, disability, annuities, long-term care, and medical insurance. He also owns Millam Insurance & Retirement Services, Inc., where he sells life and annuity products (about a quarter of his time), and DBA Florida Retirement Advisors, where he provides securities and insurance financial services to retirees (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations4 states
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