FM
FM

Francis Gerard Milo

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

Vero Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Francis is an owner and insurance agent at Frank G. Milo Insurance Agency since 2006, offering various insurance products and reviewing client needs, dedicating nearly full-time hours to this role. He also works as an Investment Advisor Representative at Latitude Advisors, LLC since 2010, spending about 10-20% of his time in this role.

Employment History
Current Registrations
Latitude Advisors, LLC
January 2010 - Present · 16 yrs 1 mo
Gwn Securities INC.Broker
January 2010 - Present · 16 yrs 1 mo
Gwn Securities INC.
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Medallion Investment Services, INC.Broker
July 2007 - December 2009 · 2 yrs 5 mos
Medallion Advisory Services, LLC
July 2007 - December 2009 · 2 yrs 5 mos
Prudential Financial Planning Services
June 2002 - September 2006 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
March 1992 - September 2006 · 14 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
March 1992 - December 1993 · 1 yr 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Francis Gerard Milo - Financial Advisor | TrueAdvisor