Aaron Anton Milne
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2025 to now
- Cambridge Investment Research, Inc.May 2025 to now
- Maerco Financial, Inc.Aug 2023 to now
- Integrity Alliance, LLCAug 2023 to May 2025
- LPL FinancialJun 2022 to Aug 2023
- Gateway Retirement SolutionsJul 2019 to Jul 2023
- Lincoln InvestmentJul 2019 to Jun 2022
- 1st Global Advisors, Inc.Mar 2018 to Jul 2019
- 1st Global Capital, Corp.Mar 2018 to Jul 2019
- Questar Asset ManagementFeb 2016 to Mar 2018
- Questar Capital CorporationFeb 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 5692927
- Firm CRD
- 134139