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Noah Milam

LPl Financial LLC

Kaysville, UT

CRD 8074356

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-30
  • UT RA
    APPROVED
    Since 2026-06-30

Branch Locations

Kaysville, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Age Of Learning Inc. Glendale CA 01/2020 12/2023
Murdock Hyundai Of Murray Murray UT 04/2024 07/2024
Trendy Siblings Dallas TX 01/2024 Present
Edgeworks Entertainment. Los Angeles CA 01/2018 01/2020
Augmentium Inc. Pasadeba CA 01/2015 12/2017
Lpl Financial Kaysville UT 05/2025 Present
  • 01/2020 → 12/2023
    Age Of Learning Inc.
    Glendale, CA
  • 04/2024 → 07/2024
    Murdock Hyundai Of Murray
    Murray, UT
  • 01/2024 → Present
    Trendy Siblings
    Dallas, TX
  • 01/2018 → 01/2020
    Edgeworks Entertainment.
    Los Angeles, CA
  • 01/2015 → 12/2017
    Augmentium Inc.
    Pasadeba, CA
  • 05/2025 → Present
    Lpl Financial
    Kaysville, UT
Other Businesses

1. US Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Glendale, CA 91203 -Start Date: 5/6/2025 - 160 Hrs/Mth - 40 Hrs During Trading - Time Spent:100 2. Trendysibling llc - Business Owner - Not Investment Related - Dallas, TX 75234 -Start Date: 10/21/2024 - 5 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 3. Nmilam, inc. - Business Owner - Not Investment Related - Kaysville UT 84037 - Start Date: 01/20/2017 - 2 Hrs/Mth - 0 Hrs During Trading - Time Spent: 2 4. Rental Property - Real Estate Rental - Investment Related - Pocatello, ID 83201-4711 - Start Date: 06/20/2022 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-27
  • S66 Uniform Combined State Law Examination
    2026-06-27

View on SEC IAPD

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