Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-05-09 |
| TX | RA | APPROVED | 2023-05-09 |
Branch Locations
3725 Hwy 196 S Suite D, Collierville, TN 38017 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Hernando, MS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Memphis | TN | 11/2010 | 07/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Olive Branch | MS | 01/2011 | 07/2017 |
| Bud And Crystal Milligan | Dallas | TX | 04/2007 | 07/2017 |
| Jdrf West Tennessee Chapter | Collierville | TN | 06/2016 | 07/2017 |
| Ameriprise Financial Services Inc | Cordova | TN | 07/2017 | 05/2023 |
| Lpl Financial Llc | Collierville | TN | 05/2023 | Present |
1) 04/25/2023 - Bud Milligan Talent - Business Owner - Actor, model, and voice over actor; Sole Proprietor - Non investment related - MS 38632 - 5 Hours per month - Start date: 04/01/2022 2) 06/23/2023 - Milligan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
Reach out to this advisor