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Francis Gerard Milo

Latitude Advisors, LLC

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About Francis Gerard Milo

Francis Gerard Milo is an Investment Advisor Representative associated with Latitude Advisors, LLC. Francis has been in the industry since 1993. His primary area of expertise is in the provision of financial planning and portfolio management services. Francis is a registered representative in New Jersey and holds the Series 6, 63, and 65 licenses, as well as the SIE exam. Francis's prior experience includes roles at Medallion Investment Services, Inc., Pruco Securities, LLC and The Prudential Insurance Company of America.

Firm Information

Francis Milo is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Third party referral fees

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Francis Milo’s Registration & Firm History

FL

01/05/2010 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NJ

07/02/2007 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (SOUTH RIVER NJ)

NJ

03/19/1992 - 09/11/2006

PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)

NJ

03/19/1992 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francis Gerard Milo.
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