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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis McMillan is a financial advisor with over 15 years of experience. Dennis has been registered with the Securities and Exchange Commission (SEC) since 2006 and has worked with several firms including Signator Investors, Cambridge Investment Research, and Portside Wealth Group. Dennis holds the Series 7 and Series 66 licenses as well as the SIE. Dennis specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Dennis is currently registered with Portside Wealth Group, which is based in Provo, UT and has over 37 investment advisor representatives. Portside Wealth Group manages assets for high-net-worth individuals, corporations, and charitable organizations.
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.
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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2
UT
10/28/2024 - Present
Portside Wealth Group, LLC (Bountiful UT)
UT
08/28/2015 - 01/27/2016
SIGNATOR INVESTORS, INC. (SALT LAKE CITY UT)
UT
09/12/2011 - 09/03/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)
UT
10/29/2009 - 09/14/2011
GENEOS WEALTH MANAGEMENT, INC. (BOUNTIFUL UT)
UT
04/15/2009 - 10/29/2009
BENEFICIAL INVESTMENT SERVICES, INC. (BOUNTIFUL UT)
UT
12/19/2007 - 09/23/2008
BENEFICIAL INVESTMENT SERVICES, INC. (BOUNTIFUL UT)
CO
05/22/2006 - 02/02/2007
BOSC, INC. (DENVER CO)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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