Daniel McMillan (CRD# 1554781) is an Investment Advisor Representative working at Early Mcclintic & Mcmillan, LLC in Stafford, TX and has over 37 years of experience in the finance industry. Daniel McMillan 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# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Early, Mcclintic & Mcmillan, LLP | Stafford, TX | Aug 2017 - Current | 6 |
| Raymond James Financial Services Advisors, Inc. | Stafford, TX | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Stafford, TX | Jan 1999 - Current | 25 |
| Early, Mcclintic & Mcmillan, LLP | Stafford, TX | Dec 2003 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- TX
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Total Assets Under Management505MILLIONS
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Total Number of Accounts615ACCOUNTS
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Average Account Value$820,744
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, KS, LA, NC, TX
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