Philip H. Milner
Professional summary
Philip Hirst Milner JR is a registered financial advisor currently at NORBERG CAPITAL MANAGEMENT, LLC located in Irvine, California.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Philip has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Hirst Milner JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2017 - Present
NORBERG CAPITAL MANAGEMENT, LLC
February 5, 2016 - May 5, 2020
BUTTONWOOD TREE MANAGEMENT, LLC
March 14, 2006 - March 20, 2018
STANDARD INVESTMENT CHARTERED INCORPORATED
April 16, 2002 - June 16, 2017
STANDARD INVESTMENT CHARTERED INCORPORATED
February 21, 2001 - March 21, 2002
IDS LIFE INSURANCE COMPANY
February 21, 2001 - March 21, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2017)
Exams
Current Firm
NORBERG CAPITAL MANAGEMENT, LLC
CRD#: 287668 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 11,112,375 |
Red Flags
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