Paul Miloe has been Co-Senior Vice of Albitz/Miloe and Associates since January 2022, is a control person of the firm and directly owns between 25% and 50% of it. Paul Miloe holds a Bachelor of Science in Engineering Geology and Hydrology from the University of California, Santa Barbara.
Albitz/Miloe and Associates, Inc. is a Torrance, CA firm with $821M under management, 657 clients and 5 advisers in one office, as of its March 2026 filing.
Paul Miloe is Financial Adviser of Albitz/Miloe & Associates, Inc. He is also Senior Co-Vice President and CCO of the firm and a Branch Manager for Cetera Advisor Networks, LLC. His focus centers on personal and retirement planning, life insurance, portfolio management, and senior issues, including long-term care insurance.
Paul Miloe’s longest registration was 25 years at Cetera Advisor Networks LLC (1998–2023). Before joining Albitz/Miloe and Associates in 2011, Paul Miloe was registered through Cetera Advisor Networks LLC.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsTorrance, CA · Adviser representative · Firm CRD 105644
- – present · 15 yearsTorrance, CA · Adviser representative · Firm CRD 104777
- Cetera Advisor Networks LLC– · 25 yearsTorrance, CA · Adviser representative · Firm CRD 13572
Professional designations
Listed by Albitz/Miloe and Associates
- Chartered Retirement Plans Specialist™ (CRPS™)
Investment adviser representative registrations
Paul Miloe is registered as an investment adviser representative in 2 states. The first approvals date from May 2011; the most recent is Oregon, in December 2021.
- CaliforniaSince 4 May 2011
- OregonSince 1 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 20 May 2004 |
| Series 24 | General Securities Principal Examination | 12 December 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 April 1997 |
| Series 7 | General Securities Representative Examination | 21 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Kurtis Miloe
- CRD
- 2856888
- Firm
- Albitz/Miloe and Associates · CRD 104777
- Role
- Co-Senior Vice
- Office
- 23133 HAWTHORNE BLVD., STE 305, Torrance, CA 90505
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- albitzmiloe.com
Where does Paul Miloe work?
Paul Miloe has been Co-Senior Vice of Albitz/Miloe and Associates, Inc. since January 2022, and is a control person of the firm.
Is Paul Miloe a financial advisor?
Yes. Paul Miloe has a current investment-adviser registration in California and Oregon, through Albitz/Miloe and Associates since May 2011.
How many years of experience does Paul Miloe have?
Paul Miloe has 29 years in the financial industry, since April 1997, across 3 adviser firms.
What exams has Paul Miloe passed?
Paul Miloe has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 51. The earliest, the Series 7, was passed in March 1997. FINRA credited Paul Miloe with the SIE, which began in October 2018.
Where is Paul Miloe based?
Paul Miloe’s registered office is in Torrance, CA.
Is Paul Miloe registered with FINRA?
Yes. Paul Miloe has a current broker registration, under CRD 2856888.
Source: FINRA BrokerCheck
How can I verify Paul Miloe’s record?
Search CRD 2856888 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Miloe’s full registration record.