Michelle Milliken
Michelle Milliken is a CFP-designated registered investment advisor at LPL Financial LLC, based in Arlington Heights, IL, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Arlington Heights, IL
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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
Michelle operates under multiple DBAs for her LPL business, Dorion-Gray Retirement Planning, PWA, and Professional Wealth Advisors. She is also a writing agent for National Life Insurance Group, spending minimal time on non-variable insurance sales, and a notary public for Cook County, IL, also spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations21 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.