Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew McMillin is a financial advisor at Sagespring Wealth Partners in Franklin, TN. Drew has been in the financial services industry since 2010. Drew is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Drew is registered to provide investment advisory services in several states, including Tennessee, Texas, and Louisiana. Drew is also a member of the Finance/Investment Committee at Southpointe Community Church.
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.
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TN
06/03/2019 - Present
Sagespring Wealth Partners (FRANKLIN TN)
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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