Benjamin Kyle Milligan
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Wells Fargo Bank, NANov 2022 to Jan 2026
- University of North Carolina At GreensboroAug 2022 to Dec 2024
- Woodforest Financial Group, IncJan 2022 to Nov 2022
- Lowe's Companies, IncApr 2020 to Jan 2022
- Rockingham Community CollegeAug 2019 to Dec 2022
- Papa John's International, IncJun 2019 to Jun 2020
- Di'lishi Frozen YogurtFeb 2019 to Jun 2019
- Community Baptist HighschoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 8209165
- Firm CRD
- 19616