CM
CFA · CFP
CM
CFA · CFP

Christopher Milligan

14 Years of Experience
Richmond, VA
Broker

Christopher Milligan is a CFA, CFP-designated registered investment advisor, based in Richmond, VA, with 14 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Richmond, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is an investment advisor representative (IAR) with Kestra Advisory Services and a Senior Advisor and Portfolio Manager with Ashwood Financial Partners, dedicating full-time hours to these roles. He also serves as a board member for the CFA Society of Virginia, spending minimal time on this activity.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
Kestra Investment Services, LLC
March 2025 - Present · 1 yr 7 mos
Kestra Advisory Services, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Alpha Omega Wealth Management, LLC
November 2011 - December 2024 · 13 yrs 1 mo
State Registrations1 state
VA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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