Nancy McMillan (CRD# 1063734) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fort Smith, AR and has over 41 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 | Sep 2020 - Current | 3 |
| Securities America Advisors | Fort Smith, AR | Sep 2020 - Current | 3 |
| Bma | Kansas City, MO | Dec 1991 - Current | 32 |
| Mutual Benefit Life | Newark, NJ | Aug 1986 - Current | 37 |
| Mcmillan Financial Services | Fort Smith, AR | Oct 1983 - Current | 40 |
| Voya Financial Advisors | Fort Smith, AR | Sep 2014 - Sep 2020 | 6 |
| Ing Financial Partners, Inc. | Fort Smith, AR | Jan 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1982 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
- AR
- TX
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Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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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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