Aaron Anton Milne

Cambridge Investment Research Advisors, INC.

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3842 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

Location

Bedford, NH

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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.

Employment History

Current Registrations

Cambridge Investment Research, INC.Broker

May 2025 - Present · 9 mos

Cambridge Investment Research Advisors, INC.

May 2025 - Present · 9 mos

Cambridge Investment Research, INC.

May 2025 - Present · 9 mos

Previous Registrations

Integrity Alliance, LLC

August 2023 - May 2025 · 1 yr 9 mos

Integrity Alliance, LLC.Broker

August 2023 - May 2025 · 1 yr 9 mos

LPL Financial LLC

June 2022 - September 2023 · 1 yr 3 mos

LPL Financial LLCBroker

June 2022 - September 2023 · 1 yr 3 mos

Lincoln Investment

July 2019 - June 2022 · 2 yrs 11 mos

Capital Analysts

July 2019 - June 2022 · 2 yrs 11 mos

Lincoln InvestmentBroker

July 2019 - June 2022 · 2 yrs 11 mos

1st Global Capital CORP.Broker

March 2018 - July 2019 · 1 yr 4 mos

1st Global Advisors INC

March 2018 - July 2019 · 1 yr 4 mos

Questar Asset Management, INC.

February 2016 - March 2018 · 2 yrs 1 mo

Questar Capital CorporationBroker

February 2016 - March 2018 · 2 yrs 1 mo

Proequities, INC.Broker

September 2015 - March 2016 · 6 mos

Investment Advisors

September 2015 - March 2016 · 6 mos

MML Investors Services, LLCBroker

August 2009 - September 2015 · 6 yrs 1 mo

State Registrations5 states

FLMAMENHSC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.