Millie France

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:

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

Current Employers

Employment History

• 01/2015 → 02/2018
  Foresters Financial Services
  Nanuet, NY
• 02/2018 → 06/2019
  Foresters Financial Services
  Fishkill, NY
• 11/2018 → 06/2019
  Foresters Advisory Services
  Fishkill, NY
• 06/2019 → 04/2023
  Cetera Investment Advisers Llc
  Fishkill, NY
• 06/2019 → 04/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2023 → Present
  Lpl Financial Llc
  Ossining, NY

Previous Registrations

• 2019-06-20 → 2023-04-05
  Cetera Investment Advisers Llc
  Fishkill, NY
• 2018-11-23 → 2019-06-25
  Foresters Advisory Services, Llc
  Fishkill, NY

Other Businesses

1.08/29/2023; Vanbridge Insurance Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/07/2023; 5hrs/mth; 5hrs during trading 2.07/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BKF Wealth Management Group; Investment Related; at Reported Business Location(s); Start Date 07/23/2026; 160hrs/mth; 120hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-10-24
• S63 Uniform Securities Agent State Law Examination
  2010-07-16

Designations

• Chartered Financial Consultant