Joseph Milano is a registered investment advisor, based in Matthews, NC, with 22 years of industry experience.
Location
110 Matthews Station St., Suite 2G, Matthews, NC, 28105
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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
Joseph is a managing director and independent insurance agent for various companies since 2002, and a managing member of an insurance brokerage agency since 2018. He also owns rental property and real estate, and is an advisory representative of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 states
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