Keven Milgram is a CFP-designated registered investment advisor, based in Fort Lauderdale, FL, with 24 years of industry experience. Keven is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1000 Corporate Drive, Suite 600, Fort Lauderdale, FL, 33334
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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.
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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 Registrations8 states
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
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