Unclaimed
Linda Mills is a financial advisor with Advisor Resource Council. Linda has been in the industry for 45 years. She has a Series 7, Series 5, Series 15 and SIE license. Linda specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Linda is registered in Alabama, California, Indiana, Oklahoma, and Texas.
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.
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
TX
06/25/2012 - Present
Advisor Resource Council (Trophy Club TX)
TX
06/01/2009 - 09/08/2009
MORGAN STANLEY SMITH BARNEY (SOUTHLAKE TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTHLAKE TX)
TX
03/04/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SOUTHLAKE TX)
NY
10/17/1994 - 03/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/20/1985 - 10/27/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/19/1983 - 05/31/1985
THOMSON MCKINNON SECURITIES INC.
NA
05/14/1979 - 08/26/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
07/12/1978 - 06/14/1979
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/24/1978 - 09/14/1978
DEAN WITTER REYNOLDS INC.
NA
12/05/1977 - 02/24/1978
REYNOLDS SECURITIES, INC.
BC
Issued 03/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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