About this Advisor
Charles Milliken is a financial advisor operating out of Ann Arbor, Michigan, who has 10 years of financial industry experience. Milliken is an advisor for Spc. Their career trajectory has included roles at Sigma Financial Corporation and Spc. Milliken holds a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Arizona, Florida and Michigan. Spc is a registered investment company based in Ann Arbor, Michigan. The firm has offices in 453 locations and a total of 628 people on staff. It controls $7 billion in assets among its 36,841 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 36,841 accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Spc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees vary depending on which services the firm provides the client. Fees charged by Spc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Milliken Work History
Charles has 10 years of experience.
Sigma Financial Corporation
Charles Milliken has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Ann Arbor, MI
Ann Arbor, MI
San Antonio, TX
Ann Arbor, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.