Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Milford is a financial advisor with over 20 years of experience in the industry. Timothy has been registered with LPL Financial LLC since June 2009. Before that, Timothy worked at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and MORGAN STANLEY DW INC. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 31, Series 63 and Series 65 licenses. Timothy works with a variety of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Timothy provides a range of services, including financial planning, portfolio management, and educational seminars.
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
KS
03/30/2021 - Present
LPL Financial LLC (WICHITA KS)
KS
01/01/2008 - 06/29/2009
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
08/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
NY
07/19/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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