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Charles Francis Millington is a financial advisor with over 10 years of experience in the industry. Charles is currently registered with Millington Financial Advisors, LLC, a firm based in Naperville, IL. Charles holds a Series 66 license and is a Certified Financial Planner. Charles has experience working with both high-net-worth individuals and individuals other than high-net-worth. Charles also offers financial planning services to small businesses. Before joining Millington Financial Advisors, LLC, Charles worked for Millington Investments, LLC and Millington Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/05/2021 - Present
Millington Financial Advisors, LLC (NAPERVILLE IL)
IL
10/31/2013 - 08/05/2024
MILLINGTON INVESTMENTS, LLC (NAPERVILLE IL)
NJ
02/24/2014 - 04/21/2014
MILLINGTON SECURITIES, INC. (RED BANK NJ)
IL
12/18/2009 - 02/22/2014
MILLINGTON SECURITIES, INC. (NAPERVILLE IL)
IL
09/01/2003 - 11/28/2005
CLAYMORE SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 01/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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