Christopher McMillan (CRD# 7256057) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forge Agency | Hamilton, MI | Apr 2019 - Current | 5 |
| Envision Payroll | Hamilton, MI | Jan 2019 - Apr 2019 | < 1 |
| Unemployed | Byron Center, MI | Sep 2018 - Dec 2018 | < 1 |
| Benepay LLC | Byron Center, MI | Jul 2008 - Sep 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- MI
-
Total Assets Under Management890MILLIONS
-
Total Number of Accounts3,050ACCOUNTS
-
Average Account Value$291,784
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, IL, IN, KY, MI, NC, OH, TX, WI
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