Unclaimed
Kaden Millard is a Registered Representative with 49 Financial, licensed in Texas. Kaden holds the Series 65 license and has been in the financial services industry for 14 years. Kaden provides financial planning, portfolio management, and selection of other advisors to high-net-worth individuals and other individuals. Kaden is also a fixed insurance agent, working 40 hours per month.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
10/31/2024 - Present
49 Financial (Dallas TX)
Active
Inactive
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