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James Douglas Milne

Milne Financial Planning, Inc.

Saint Johnsbury, VT

Winooski, VT

West Danville, VT

Winooski, VT

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Current Employers
Milne Financial Planning, Inc.

770 Railroad Street, Saint Johnsbury, VT 05819 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-01-01
MA RA APPROVED 2018-08-15
TX RA APPROVED 2008-04-29
NH RA APPROVED 2000-05-16
  • VT RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2018-08-15
  • TX RA
    APPROVED
    Since 2008-04-29
  • NH RA
    APPROVED
    Since 2000-05-16

Branch Locations

770 Railroad Street, Saint Johnsbury, VT 05819 • United States

20 West Canal St Suite C13, Winooski, VT 05404 • United States

West Danville, VT • United States

20 W. Canal Street Suite C13, Winooski, VT 05404 • 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
Milne Financial Planning Barre VT 01/1996 Present
  • 01/1996 → Present
    Milne Financial Planning
    Barre, VT
Other Businesses

I OWN RESIDENTIAL AND COMMERCIAL REAL ESTATE PROPERTIES IN WHICH I RECEIVE RENTAL INCOME AND ACCOUNTS FOR LESS THAN FIVE PERCENT OF MY TIME.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-13
  • S63 Uniform Securities Agent State Law Examination
    1993-09-13
Designations
Other Names
  • Jamie Milne
  • James D Milne

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Other Investors

JACOB DAVID LAVELY
STACEY BRISSON RANDALL
ELYSIA GINGUE DAIGNEAULT
TYLER STACY CAHOON
TRAVIS CHRISTOPHER GROSSE
KENNETH RICHARD KINDER
RYAN M. ACKERMAN
STACI DAWN SMITH LANTAGNE

Other Offices

LPL FINANCIAL LLC · SAINT JOHNSBURY, VT
STIFEL, NICOLAUS & COMPANY, INCORPORATED · ST. JOHNSBURY, VT
OSAIC INSTITUTIONS, INC. · ST. JOHNSBURY, VT
EDWARD JONES · ST JOHNSBURY, VT
EDWARD JONES · ST JOHNSBURY, VT
OSAIC INSTITUTIONS, INC. · LYNDONVILLE, VT
LPL FINANCIAL LLC · LYNDONVILLE, VT
EDWARD JONES · LYNDONVILLE, VT

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