Christy Milligan
Christy Milligan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4641 W. US Highway 90, Lake City, FL, 32055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christy is the treasurer for the CHS Class of 2024, responsible for financial transactions. She also works for Moses Wealth Advisors, LLC, the DBA for their Raymond James branch, dedicating about half of her time, and spends minimal time at Odom, Moses & Company, LLP, where she is compensated for services to the Raymond James branch.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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