Charles Glenn Millington
CFP®Professional Summary
Charles Glenn Millington, CFP® is a registered financial advisor currently at MILLINGTON FINANCIAL ADVISORS, LLC located in Naperville, Illinois. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Charles has worked at 10 firms and has passed the Series 66, Series 79TO, Series 52TO, Series 99TO, Series 62, SIE, Series 7, Series 14, Series 53, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Comprehensive Financial Planning
- Estate Planning
- Tax Planning
- Budgeting
- Education Planning
- Retirement Planning
- Insurance Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
MILLINGTON FINANCIAL ADVISORS, LLC
Contact Information
Main Address
55 Shuman Blvd Suite 1050, Naperville, IL 60563Phone Number
(630) 922-7900# of Employees
11SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
554AUM (Assets Under Management)
$291,381,313Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MILLINGTON FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(2/10/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Glenn Millington's CRS (Customer Relationship Summary).
Services Offered by Charles
- Employee and Employer Plan Benefits
- Comprehensive Financial Planning
- Estate Planning
- Tax Planning
- Budgeting
- Education Planning
- Retirement Planning
- Insurance Planning
- Investment Planning
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