Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Milam is a financial advisor with over 20 years of experience. Erik is registered with the state of Tennessee and Texas as an Investment Advisor Representative. Prior to joining Captrust, Erik was with Trustcore Investments LLC for 16 years and before that with Northwestern Mutual Investment Services, LLC for 1 year. Erik holds the Series 7, 6, 63, and 65 securities licenses. Erik is also a Certified Financial Planner (CFP). Erik specializes in providing financial advice to individuals, corporations, and institutions.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/22/2022 - Present
Captrust (Brentwood TN)
TN
02/24/2004 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
WI
11/06/2003 - 01/22/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 02/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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