Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles J Millington is a registered Investment Advisor Representative with Millington Financial Advisors, LLC. Charles has been in the industry since June 2022. Charles has a Series 65 license and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Millington Financial Advisors, LLC has been in business since June 2022 and is a Registered Investment Advisor with the SEC. They provide advisory services to both individuals and businesses. The firm has a total of 130 clients with assets under management totaling $158,490,000. Charles is a resident of Naperville, Illinois.
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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IL
02/27/2024 - Present
Millington Financial Advisors, LLC (NAPERVILLE IL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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