Michael Milam
Michael Milam is a registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
Location
700 N Brand Blvd, Suite #640, Glendale, CA, 91203
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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 Activities
Michael is involved in several business activities, including marketing consulting management since 2001, real estate rental as 25% owner of a small office building, and providing financial planning and consulting services through California Financial Partners, Inc. Since May 2021, Michael dedicates nearly full-time hours to California Financial Partners, Inc.
Employment History
Current Registrations
California Financial Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
California Financial Partners
State Registrations35 states
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