Charles Millington
Advisor at Millington Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Millington Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL 60563
Credentials
Series 65
Industry experience
2 years
Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.
Based on Millington Financial Advisors, LLC
Based on Millington Financial Advisors, LLC
Account minimum: $1,000,000
55 Shuman Blvd, Suite 1050
Naperville, IL 60563
Illinois · Texas
BloNo Pizza
2023 - Present (3 years)
Millington Financial Advisors LLC
2023 - 2023 (1 year)
Millington Financial Advisors LLC
2022 - 2022 (1 year)
Outback Steakhouse
2021 - 2021 (1 year)
Full Time Student
2020 - Present (6 years)
Taps and Tenders
2020 - 2020 (1 year)
Full Time Student
2013 - 2020 (7 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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