Dennis McMillanCRD Number: 329750
Current Firm: Cwm, LLC
Dennis McMillan (CRD# 329750) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 39 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2017 - Current||5|
|Cwm, LLC||Omaha, NE||Jun 2011 - Current||11|
|Lpl Financial, LLC||Omaha, NE||Jan 2001 - Jan 2017||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management19,949MILLIONS
Total Number of Accounts82,314ACCOUNTS
Average Account Value$242,355
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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