Matthew Milholland is a CFP-designated registered investment advisor, based in Marysville, OH, with 13 years of industry experience.
Location
246 W 5th St, Ste 102, Marysville, OH, 43040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved in several business activities, including serving as a board member for the Union County Foundation, co-owning A&M Stays LLC (a short-term rental), and co-owning Bear Swamp West, LLC (a rental condominium). He also dedicates about half of his time to Milholland & Mitchell Financial Group LLC and minimal time to MM Capital Advisors.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations24 states
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