Erik Milam is a CFP-designated registered investment advisor, based in Brentwood, TN, with 22 years of industry experience.
Location
5314 Maryland Way, Ste. 300, Brentwood, TN, 37027
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2023 - Present · 3 yrs 6 mos
Captrust
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Trustcore Financial Services, LLC
March 2005 - March 2023 · 18 yrs
Trustcore Investments LLCBroker
February 2004 - December 2020 · 16 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
November 2003 - January 2004 · 2 mos
State Registrations2 states
TNTX
AdvisorBrokerBoth
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
No exam information available for this advisor.