Rowena Marie Milton
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Jonathan LowryOct 2018 to now
- Front Range Group, LLCJan 2018 to now
- Fitzgerald TransportationNov 2017 to now
- Michael MccordJul 2017 to now
- Robert SmithJul 2017 to now
- Joshua GrangerFeb 2017 to now
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2017 to Jul 2021
- Waddell & Reed, Inc.Feb 2017 to Jul 2021
- Embark Credit UnionAug 2016 to Jun 2017
- StudentFeb 2007 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MT, ND).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6707910
- Firm CRD
- 6413