Brian McMillin (CRD# 6485584) is an Investment Advisor Representative working at Lpl Financial LLC in Roseau, MN and has over 7 years of experience in the finance industry. Brian McMillin 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.
CRD# 5752366
Ameriprise Financial Services, LLC
CRD# 6757176
Ameriprise Financial Services, LLC
CRD# 5210980
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Roseau, MN | Nov 2017 - Current | 6 |
| Investment Centers Of America | Roseau, MN | Aug 2016 - Nov 2017 | 1 |
| Unemployed | Roseua, MN | Apr 2016 - Jul 2016 | < 1 |
| Dijon Hockey Club | Dijon, | Aug 2015 - Apr 2016 | < 1 |
| Unemployed | Roseau, MN | Jun 2015 - Aug 2015 | < 1 |
| Allen Americans Hc | Allen, TX | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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