Christopher Lee Milligan

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 12/2024
  Alpha Omega Wealth Management, Llc
  Richmond, VA
• 01/2025 → Present
  Kestra Investment Services, Llc
  Richmond, VA
• 01/2025 → Present
  Kestra Advisory Services, Llc
  Richmond, VA

Previous Registrations

• 2011-11-21 → 2024-12-31
  Alpha Omega Wealth Management, Llc
  Richmond, VA

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: ASHWOOD FINANCIAL PARTNERS POSITION: Senior Advisor and Portfolio Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 8309 Michael Rd, Richmond VA 23229, United States DESCRIPTION: Senior Advisor and Portfolio Manager Bus Name: CFA SOCIETY OF VIRGINIA BOARD OF DIRECTORS POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 919 East Main Street, Richmond VA 23219, United States DESCRIPTION: Education and raising awareness of the CFA brand

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-18
• S65 Uniform Investment Adviser Law Examination
  2011-11-17

Designations

• Chartered Financial Analyst

Other Names

• Chris Lee Milligan