Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Francis Millington

Millington Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Francis Millington

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.

Firm Information

Charles Millington is currently registered with Millington Financial Advisors, LLC. Millington Financial Advisors, LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Millington Financial Advisors manages approximately $158.49 million in assets for 130 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Millington Financial Advisors, LLC

222 S. MILL STREET

NAPERVILLE, IL 60540

$158.49M

Assets Under Management

130

Total Clients

5

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Millington’s Registration & Firm History

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)

Not sure if Charles Francis Millington is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Francis Millington.
Not sure if Charles Francis Millington is right for you?