Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McMillin is a financial advisor with Osaic Wealth, Inc. David has been in the financial services industry since 1991. David holds licenses in multiple states and specializes in various financial planning services. David provides comprehensive financial planning advice, assists clients with investment selection, and can help to manage your investments in a customized manner. David is also experienced in providing financial planning advice to businesses and individuals. David is dedicated to helping you achieve your financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MI
10/31/2005 - 11/20/2009
SAGEPOINT FINANCIAL, INC. (ALLEN PARK MI)
AZ
07/24/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
09/12/1994 - 07/24/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MI
01/31/1991 - 09/15/1994
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 01/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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