Ian McMillian, financial advisor Alexandria VA
90 score

Ian McMillian

CRD Number: 5923287
Current Firm: Lpl Financial LLC

Ian McMillian (CRD# 5923287) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Alexandria, VA Jul 2014 - Current 2
Burke And Herbert Bank Alexandria, VA Jul 2014 - Current 2
Unemployed Alexandria, VA Dec 2013 - Jul 2014 < 1
Omega Wealth Management, LLC Arlington, VA May 2013 - Nov 2013 < 1
Unemployed Greenville, SC Sep 2012 - Apr 2013 < 1
Wcm Global Wealth Simpsonville, SC May 2012 - Aug 2012 < 1
The Citadel, The Military College Of South Carolina Charelston, SC Jan 2011 - May 2012 1
University Of South Carolina Columbia, SC Aug 2010 - Jan 2011 < 1
Weir Capital Management Simponville, SC May 2010 - Aug 2010 < 1
University Of South Carolina Columbia, SC Aug 2007 - May 2010 2
Kohls Greenville, SC May 2007 - Aug 2007 < 1
University Of South Carolina Columbia, SC Aug 2006 - May 2007 < 1
Dicks Sporting Goods Greenville, SC Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Ian T. McMillian
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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