Deric Milligan
Deric Milligan is a registered investment advisor at Raymond James & Associates, INC., based in Winter Park, FL, with 3 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
631 W Morse Blvd, Suite 125, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deric owns rental real estate properties since 2007, managed by third parties, and is a 50% member of ACB Partners, LLC since 2022, for developing family farmland. Both activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations16 states
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