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Robert Lee Milan II

Investment Adviser Representative at TCFG INVESTMENT ADVISORS, LLC

Canton, OHCRD #1976894Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/11/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $249,9992.00%
$250,000 to $499,9991.75%
$500,000 to $1,000,0001.50%
$1,000,000 and up1.00%
Source

TCFG Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TCFG INVESTMENT ADVISORS, LLCCurrent
12/22/2017Canton, OH
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
10/18/201311/9/2017Canton, OH
AMERIPRISE FINANCIAL SERVICES, INC.
8/2/20025/16/2013Canton, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Lee Milan II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Robert Lee Milan II - Financial Advisor in Canton, OH | AdvisorFinder