President · Argent Retirement Plan Advisors, LLC
Mark Milton
CRD 4650763 · Named on Form ADV at one SEC-registered adviser
At a glance
Argent Retirement Plan Advisors, LLC, an SEC-registered asset manager based in New Orleans, LA with $683 million in regulatory assets, lists Mark Milton on its Form ADV as President, a control person.
Firms and roles
- Argent Retirement Plan Advisors, LLCPresidentAsset manager · New Orleans, LA · $683M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carrie A. BrownChief Compliance Officer, Argent Retirement Plan Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.