Robert Milligan
Founding Managing Partner at 1792 Wealth Advisors
- Role
- Managing Partner, 1792 Wealth Advisors - Branch Manager, Senior Wealth Advisor, Rjfs at 1792 Wealth Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
Experience
Managing Partner, 1792 Wealth Advisors - Branch Manager, Senior Wealth Advisor, Rjfs
Aug 2017 — Present · Morristown, NJ, US
1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc, Member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
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