Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bruce McMillen is a financial advisor with Money Concepts Capital Corp. located in PALM BEACH GARDENS, FL. David has been in the financial industry since 1983. He has worked for several firms including Crown Capital Securities, L.P., Multi-Financial Securities Corporation, SunAmerica Securities, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. David specializes in providing financial planning, portfolio management for individuals and businesses. David is also a director of FOUNDATION WEALTH MANAGEMENT, LLC., which is a non-investment related company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
05/10/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CO
01/02/2003 - 05/06/2024
CROWN CAPITAL SECURITIES, L.P. (BOULDER CO)
CO
07/20/2000 - 01/21/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
06/13/1995 - 07/20/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
06/25/1992 - 06/07/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/25/1992 - 06/07/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/08/1985 - 06/30/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/08/1985 - 06/30/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
12/21/1984 - 03/05/1986
INTERFINANCIAL SECURITIES, INC.
NA
10/10/1983 - 11/19/1984
FIRST INVESTORS CORPORATION
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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