Unclaimed Profile

Mark Milton

ARGENT RETIREMENT PLAN ADVISORS, LLC·NEW ORLEANS, Louisiana

Series 65Clean record8 years registeredARGENT RETIREMENT PLAN ADVISORS, LLC

201 ST. CHARLES AVE., NEW ORLEANS, LA 70170CRD# 4650763Firm CRD# 165031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Milton · NEW ORLEANS, LA

Registration

CRD #4650763 · ARGENT RETIREMENT PLAN ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ARGENT RETIREMENT PLAN ADVISORS, LLC

Aug 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 8, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGENT RETIREMENT PLAN ADVISORS, LLC

CRD 165031 · SEC 801-78568

AUM

$948M

Regulatory assets under management

Employees

54 client accounts

Services offered by ARGENT RETIREMENT PLAN ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ARGENT RETIREMENT PLAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Milton offer?

Mark Milton specializes in Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Mark Milton's credentials?

Mark Milton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Milton located?

Mark Milton is based in NEW ORLEANS, Louisiana, working with ARGENT RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does Mark Milton charge for services?

Mark Milton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGENT RETIREMENT PLAN ADVISORS, LLC?

ARGENT RETIREMENT PLAN ADVISORS, LLC has approximately 5 employees and manages $948M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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