Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Eldon Milligan is a financial advisor with over 12 years of experience in the industry. Jerry is currently registered with LPL Financial LLC. Jerry has previously worked with Ameriprise Financial Services, LLC and Waddell & Reed, where Jerry held various roles. Jerry is a licensed representative of the state of Tennessee and Texas. Jerry has expertise in various areas of financial planning and portfolio management, including consulting and other non-discretionary advisory services.
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.
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.
Consulting and other non-discretionary advisory services
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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CA
05/09/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
TN
07/21/2017 - 05/16/2023
AMERIPRISE FINANCIAL SERVICES, LLC (CORDOVA TN)
TN
12/13/2010 - 07/26/2017
WADDELL & REED (MEMPHIS TN)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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