Erik C. Milam,  CFP<sup>&reg;</sup> - Financial Advisor

Erik C. Milam, CFP®

RLP®

Partner, Financial Planner

TrustCore, LLC

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1423

General

Erik Milam is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrustCore, LLC in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner (RLP®)

Insurance Licenses

  • Life insurance: TN
  • Health/disability insurance: TN
  • Fixed annuities: TN
  • Variable annuities: TN

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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