# JAMES MICHAEL MILFORD

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-05-22 | present | Yes |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2022-10-04 | 2023-03-24 | — |
| [WIPFLI FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109983) | 2022-03-17 | 2022-10-12 | — |
| [AVANTAX PLANNING PARTNERS, INC.](https://search.stillhousedata.com/firm/106237) | 2016-12-06 | 2022-03-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2011-09-06 | 2015-07-28 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2010-03-04 | 2011-06-02 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2010-01-07 | 2010-01-13 | — |
| [SECURIAN FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15296) | 2007-08-16 | 2009-10-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5351591)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5351591.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.