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Milton Warner

Advisor at Wells Fargo Advisors — Atlantic Beach, NC

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Atlantic Beach, NC

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,180

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Milton Warner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and offering 29 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Wachovia Securities, Inc. He serves as a board member of the Coral Bay Ridge Homeowners Association in Emerald Isle, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to deliver personalized recommendations.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Atlantic Beach, NC

Atlantic Beach NC

Advisors at this office

2

Most active in

North Carolina · Texas

Work history

29 years of industry experience

Wells Fargo Advisors

2024 - Present • 2 years

Greenville, NC

Wells Fargo Clearing

2016 - 2024 • 8 years

Kinston, NC

Wachovia Securities, Inc.

2001 - 2002 • 1 year

Kinston, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Edward Jones. Langley is also a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm utilizes a combination of systematic, rules-based and discretionary investment strategies, tailoring client portfolios with quantitative, technical, fundamental, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner

Richard H

CFP®, Series 63, Series 65

Newport, NC

Facet

Richard Hamilton II is a CFP® with 10 years of industry experience and is currently an advisor at Facet. He previously worked at Edward Jones and The Vanguard Group Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs technology-driven, model-based asset allocations and a flat subscription fee structure that includes investment management.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
user avatar

Robert H

Series 63, Series 66

Morehead City, NC

OSAIC Institutions, INC.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., Wells Fargo Clearing, Infinex Investments, Inc., and First Bancorp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with an emphasis on firm supervision and a sizable non-discretionary asset base.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

John T

CFP®, Series 66

Morehead City, NC

Truist Advisory Services

John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Founder/Business Owner Executive
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Jacob H

Series 66

Morehead City, NC

Commonwealth Financial Network

Jacob Hoyumpa is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his career in the financial industry. Prior to joining Atlantic Wealth Management in 2026, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David M

Series 63, Series 65

Newport, NC

First Citizens Investor Services, Inc.

David Miller is a financial advisor with First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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