Unclaimed Profile

Mark Milton

ARGENT RETIREMENT PLAN ADVISORS, LLC·NEW ORLEANS, Louisiana

Clean recordARGENT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Milton is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with ARGENT RETIREMENT PLAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ARGENT RETIREMENT PLAN ADVISORS, LLC

AUM

$948M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARGENT RETIREMENT PLAN ADVISORS, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4650763

Firm CRD# 165031

View on FINRA BrokerCheck →

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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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