Keven Milgram is a CFP-designated registered investment advisor, based in San Rafael, CA, with 24 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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
Keven is involved with Hub International, BLS Wealth Management, and Global Retirement Partners as a registered investment advisor, starting in October 2023. These activities take up nearly all of Keven's time.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
Capital Planning Group, LLCBroker
Capital Planning Group
MML Investors Services, LLCBroker
State Registrations5 states
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