Kevin McMillan (CRD# 3220748) is an Investment Advisor Representative working at Spectrum Financial Resources in Grosse Pointe Farms, MI and has over 24 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kevin Findley Mcmillan | Troy, MI | Jun 2020 - Current | 3 |
| Spectrum Financial Resources LLC | Troy, MI | Jun 2020 - Current | 3 |
| Spectrum Financial Resources LLC | Grosse Pointe Farms, MI | Jun 2020 - Current | 3 |
| Kevin Findley Mcmillan | Grosse Pointe Farms, MI | Jun 2020 - Current | 3 |
| United Planners' Financial Services Of America | Troy, MI | May 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Grosse Pointe Farms, MI | Oct 2012 - Apr 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- MI
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts1,046ACCOUNTS
-
Average Account Value$188,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
MI, TX
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