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Nancy M. Millikin ChFEBC

  • Active Securities Licenses (Series 7 & 63) and Registered Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
  • State Securities Registrations -
    CA, CO, CT, FL, GA, KY, MI, NC, NJ, NV, NY, PA, VA, WV
  • Life & Long-Term Care Insurance licensed
  • 19 Years of Service with 1st Advantage Federal Credit Union

Specializing in:

  • Retirement planning
  • 401(K), TSP & 403 (B) Plan Rollovers
  • Mutual Funds
  • Traditional & Roth IRA's

 

Contact Nancy at 757-886-3344

Investment Representative

"My role as an Investment Representative is to help my clients identify their financial goals and assist them in developing a strategy to help obtain these goals. I believe that one key element of any prudent financial management strategy is building long-term relationships with my clients"

 

Nancy M. Millikin

 

* Registered through our broker dealer, CUSO Financial Services, L.P. Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Representatives are employed by 1st Advantage Federal Credit Union and registered through CFS. (Member FINRA / SIPC)

 

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