Millie France (CRD# 5806095) is an Investment Advisor Representative working at Lpl Financial LLC in White Plains, NY and has over 13 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ossining, NY | Apr 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Fishkill, NY | Jun 2019 - Apr 2023 | 3 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Apr 2023 | 3 |
| Foresters Advisory Services | Fishkill, NY | Nov 2018 - Jun 2019 | < 1 |
| Foresters Financial Services | Fishkill, NY | Feb 2018 - Jun 2019 | 1 |
| Foresters Financial Services | Nanuet, NY | Jan 2015 - Feb 2018 | 3 |
| Foresters Financial Services | Nanuet, NY | Jun 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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