Cole Austin Milam
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCDec 2021 to now
- Northwestern Mutual Investment Services LLCOct 2020 to Nov 2021
- Boston Red SoxMay 2020 to Dec 2021
- Northwestern Mutual Life Insurance CompanyMay 2020 to Nov 2021
- Big Daddys BarJun 2018 to Feb 2020
- Southern Illinois University EdwardsvilleMay 2018 to May 2020
- Jefferson CollegeSep 2016 to May 2017
- Jefferson Community CollegeJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 7251863
- Firm CRD
- 6413