Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Wade Arnold is a financial advisor with LPL Financial LLC. Milton is based in ALLEN, TX and has been in the industry since 1993. Milton has passed the Series 6, Series 7 and Series 63 exams. Milton is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Milton was with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc and BANC ONE SECURITIES CORPORATION.
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.
1
2
TX
03/20/2020 - Present
LPL Financial LLC (ALLEN TX)
TX
05/16/2013 - 03/20/2020
BBVA SECURITIES INC. (PLANO TX)
TX
07/06/2000 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PLANO TX)
IL
01/05/1995 - 06/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
04/30/1993 - 12/31/1994
BANC ONE SECURITIES CORPORATION
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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