Mark Milton
Investment adviser representative at Argent Retirement Plan Advisors, LLC
10 yearsExperience
1 stateRegistered in
$683.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Argent Retirement Plan Advisors, LLCAug 2018 to now
- Argent Institutional Services, LLCApr 2018 to now
- Iberia BankMay 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (LA).
Argent Retirement Plan Advisors, LLC
$683.1MAssets managed
53Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650763
- Firm CRD
- 165031