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Lloyd E. Millegan
Lloyd E. Millegan
Consulting Group
Vice President - Wealth Management
Financial Advisor
975 Oak Street
Suite 300
Eugene, OR 97401
tel: 541-341-3451
toll free: 800-345-5501
fax: 541-342-2291
Email Me
Welcome Education Services Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Master of Business Administration, 1969
    Wharton School of Business
    University of Pennsylvania
    Philadelphia, PA
  • Bachelor of Science, Journalism, 1965
    University of Oregon
    Eugene, OR
  • Series 3 - National Commodity Futures
  • Series 5 - Interest Rate Options
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Variable Annuity Insurance Licensed
Services
  • Asset Management
  • Philanthropic Services
  • Wealth Management
  • Lending Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Corporate 529 Plans
  • Endowments and Foundations
  • Private Banking
  • Corporate Pension Funds
  • Alternative Investments
  • 529 Plans
Associations
  • Eugene Arts Foundation
    Former Executive Committee & Board Member
  • Oregon - Pacific Development Corporation
    Former Executive Committee & Board Member
Business Experience
  • 1982 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Eugene, OR
  • 1979 - 1982: Springfield News
    Publisher
    Springfield, OR
  • 1970 - 1979: State Publishing Co.
    Executive Vice President/General Manger
    Hackettstown, NJ
  • 1969 - 1970: Ted Bates Advertising
    Assistant Account Executive
    New York, NY
  • 1965 - 1967: New York Times
    Sportswriter
    New York, NY
  • 1960 - 1965: Register Guard
    Sportswriter
    Eugene, OR
Bulletin Board
  • If you are considering upgrading your company's retirement plan, see brochures for some timely information.
  • The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
Lloyd E. Millegan is licensed in the following state(s): AK, AZ, CA, CO, GA, ID, IL, LA, MI, MS, MT, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Portfolio Strategist - A Weekly Guide for Investors (pdf)

Bond Market Monthly (pdf)
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