Paul Milnes is a registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
92 Lancaster Avenue, Suite 205, Devon, PA, 19333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the trustee for his father's trust and has 50% ownership in JAMMSY I, LLC, a real estate investing company. Being a trustee takes about 10-20% of his time, while his real estate investing takes minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Persimmon Capital Management LP
Dewitt Capital Management
State Registrations18 states
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