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David Yancey Millican

Arkadios Wealth Advisors

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About David Yancey Millican

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.

Firm Information

David Millican is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Millican’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Yancey Millican. Review regulatory record here.
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