Ian McMillian, financial advisor Rockville MD
93 score

Ian McMillian

CRD Number: 5923287
Current Firm: Financial Services Advisory

Ian McMillian (CRD# 5923287) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Services Advisory, Inc. Rockville, MD Nov 2016 - Current 1
Lpl Financial LLC Alexandria, VA Jul 2014 - Nov 2016 2
Burke And Herbert Bank Alexandria, VA Jul 2014 - Nov 2016 2
Unemployed Alexandria, VA Dec 2013 - Jul 2014 < 1
Omega Wealth Management, LLC Arlington, VA May 2013 - Nov 2013 < 1
Unemployed Greenville, SC Sep 2012 - Apr 2013 < 1
Wcm Global Wealth Simpsonville, SC May 2012 - Aug 2012 < 1
The Citadel, The Military College Of South Carolina Charelston, SC Jan 2011 - May 2012 1
University Of South Carolina Columbia, SC Aug 2010 - Jan 2011 < 1
Weir Capital Management Simponville, SC May 2010 - Aug 2010 < 1
University Of South Carolina Columbia, SC Aug 2007 - May 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Ian T. McMillian
Phone Number: 301-949-7300
Firm Website: http://www.fsainvest.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    607
    MILLIONS
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $293,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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