Unclaimed
David Millican is a financial advisor with Arkadios Wealth Advisors. David has been in the financial services industry since 1996 and holds licenses in several states, including Georgia, Alabama, Florida, North Carolina, and South Carolina. David has a strong background in financial planning and portfolio management for individuals and businesses. David also provides pension consulting. David is a dedicated and experienced financial advisor who is committed to helping clients achieve their 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.
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.
1
2
GA
07/21/2017 - Present
Arkadios Wealth Advisors (ATLANTA GA)
GA
07/27/2009 - 10/18/2016
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
10/28/2004 - 08/04/2009
LPL FINANCIAL CORPORATION (ATLANTA GA)
MO
08/09/2002 - 11/02/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TN
01/19/2001 - 08/20/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
10/14/1996 - 01/24/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Millican is the right advisor for you? Invested Better is here to help.