JAMES MICHAEL MILFORD is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-05-22 | present | Yes |
| CREATIVE PLANNING, LLC | 2022-10-04 | 2023-03-24 | — |
| WIPFLI FINANCIAL ADVISORS, LLC | 2022-03-17 | 2022-10-12 | — |
| AVANTAX PLANNING PARTNERS, INC. | 2016-12-06 | 2022-03-01 | — |
| CHARLES SCHWAB & CO., INC. | 2011-09-06 | 2015-07-28 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2010-03-04 | 2011-06-02 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2010-01-07 | 2010-01-13 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2007-08-16 | 2009-10-05 | — |