David McMillan
CRD Number: 4848933Current Firm: Caledonia Wealth Management, Ltd.
Compensation Model: Fee Only
David is a Certified Financial Planner professional and a Registered Financial Consultant. His goal is to help families, individuals and companies achieve their own financial success.
Caledonia Wealth Management, Ltd. specializes in investment opportunities related to Sustainable Investing and Socially Responsible Investing and bringing these solutions to the general public. A key foundation of our business is educating our clients on how their values can be incorporated into smart financial planning and investment management, building wealth without sacrificing performance.
Caledonia regards sustainability as a fundamental aspect of sound business management and feels the future of investing lies with companies that pursue excellence in corporate governance, social responsibility and attention to the welfare of their employees and environment. Caledonia is a member of UNEP-FI (United Nations Environment Programme – Finance Initiative), a global partnership supporting institutions committed to this task.
David McMillan (CRD# 4848933) is an Investment Advisor Representative working at Caledonia Wealth Management, Ltd. in Boulder, CO and has over 13 years of experience in the finance industry.
David McMillan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caledonia Wealth Management, Ltd. | Boulder, CO | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CO
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Total Assets Under Management69MILLIONS
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Total Number of Accounts246ACCOUNTS
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Average Account Value$281,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO
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