Mark Milton (CRD# 4650763) is an Investment Advisor Representative working at Argent Retirement Plan Advisors, LLC in New Orleans, LA and has over 5 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Argent Institutional Services, LLC | Ruston, LA | Apr 2018 - Current | 6 |
| Iberia Bank | New Orleans, LA | May 2016 - Mar 2018 | 1 |
| Live Oak Bank | Wilmington, NC | Jan 2015 - May 2016 | 1 |
| Regions Bank | Birmingham, AL | Nov 1997 - Jan 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- LA
-
Total Assets Under Management948MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$17,549,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, OK, TX
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