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John Milligan

Truist Securities, Inc.

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About John Milligan

John Milligan is a financial advisor with Truist Securities, Inc. John has been in the industry since 1999. John is registered to conduct business in all 52 states. John holds a Series 63, 7, 24, 27, 51, 52TO, 53 and 99TO licenses. John has previously worked for Truist Investment Services, Inc., BB&T Securities, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

Firm Information

John Milligan is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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John Milligan’s Registration & Firm History

VA

12/12/2023 - Present

Truist Securities, Inc. (RICHMOND VA)

VA

11/27/2012 - 12/01/2023

TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)

VA

12/13/2019 - 02/17/2021

BB&T SECURITIES, LLC (GLEN ALLEN VA)

VA

08/14/1999 - 11/12/2012

AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)

MN

08/14/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2018

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/22/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/19/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/29/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Milligan.
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