Aaron Milne (CRD# 5692927) is an Investment Advisor Representative working at Brokers Financial in Dover, NH and has over 14 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
CRD# 2072909
Charter Oak Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Brokers International Financial Services | Dover, NH | Aug 2023 - Current | < 1 |
Lpl Financial | Bedford, NH | Jun 2022 - Aug 2023 | 1 |
Lincoln Investment | Fort Washington, PA | Jul 2019 - Jun 2022 | 2 |
1st Global Capital, Corp. | Lebanon, NH | Mar 2018 - Jul 2019 | 1 |
1st Global Advisors, Inc. | Lebanon, NH | Mar 2018 - Jul 2019 | 1 |
Questar Capital Corporation | Minneapolis, MN | Feb 2016 - Mar 2018 | 2 |
Questar Asset Management | Minneapolis, MN | Feb 2016 - Mar 2018 | 2 |
Proequities | Barrington, NH | Sep 2015 - Feb 2016 | < 1 |
Mml Investors Services, Inc. | Barrington, NH | Aug 2009 - Sep 2015 | 6 |
Massmutual Life Insurance Company | Barrington, NH | Jun 2009 - Sep 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2009 |
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- NH
-
Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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