Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mills is a registered representative with Sanctuary Advisors, LLC. Michael has been in the industry since December 31, 2008. Previously, Michael was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and KCD Financial, Inc. Michael holds the Series 7, Series 22, Series 31, Series 63 and Series 66 securities licenses. Michael has a strong background in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
TX
02/24/2023 - Present
Sanctuary Advisors, LLC (THE WOODLANDS TX)
TX
11/14/2012 - 03/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
TX
07/10/2008 - 05/23/2012
KCD FINANCIAL, INC. (DALLAS TX)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2008
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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