AUMdb
LP

Lawrence Paul Milford

CRD 4866862 Certified Financial Planner Chartered Financial Analyst

Firms

FirmRoleAs of
Holistic Finance Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗