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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bradley Milton is a financial advisor with J. W. Cole Advisors, Inc. located in Tampa, Florida. He is a registered investment advisor representative, registered with FINRA and has been in the securities industry since March 8, 1992. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to J. W. Cole Advisors, Inc., Christopher has previously been affiliated with Financial Advisers of America, LLC and Lincoln Financial Securities Corporation. Christopher is licensed to offer his services in 17 states. He is a specialist in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/10/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
09/30/2008 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (FALLBROOK CA)
CA
06/23/1997 - 10/06/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (FALLBROOK CA)
MN
03/09/1992 - 07/16/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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