Gartrell Milam
Financial Advisor at Raymond James
- Role
- Financial Advisor Consultant Personal CIO and CFO at Raymond James
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Gartrell Milam
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Experience
Financial Advisor Consultant Personal CIO and CFO
Dec 2017 — Present · Jacksonville, FL, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, member New York Stock Exchange/SIPC
Skills
- Estate Planning
- Series 66
- Financial Analysis
- Investment Strategies
- Sales
- Project Management
- Strategic Financial Planning
- Asset Managment
- Wealth Management
- Portfolio Management
- Asset Management
- Retirement Planning
- Finance
- Series 7
- Asset Allocation
- Series 63
- Investment Management
- Financial Modeling
- Business Analysis
- Investment Advisory
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