Brett McMillan (CRD# 5971042) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fort Smith, AR and has over 12 years of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 5775014
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Fort Smith, AR | Aug 2020 - Current | 3 |
| Securities America Advisors | Forth Smith, AR | Aug 2020 - Current | 3 |
| Mcmillan Financial Services, Inc. | Fort Smith, AR | Jun 2011 - Current | 12 |
| Voya Financial Advisors | Fort Smith, AR | Sep 2014 - Aug 2020 | 5 |
| Ing Financial Partners, Inc. | Fort Smith, AR | Oct 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- AR
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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