Milford Carter
Investment adviser representative at Money Concepts Advisory Service
13 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Money Concepts Capital CorpJul 2024 to now
- Northwestern Mutual Life Insurance CompanyAug 2017 to now
- Northwestern Mutual Wealth Management CompanyJan 2018 to Jul 2024
- Northwestern Mutual Investment Services LLCAug 2017 to Jul 2024
- Bank of America Merrill LynchMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OK).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 6589110
- Firm CRD
- 12963