Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McMillan is a financial advisor with over 25 years of experience in the industry. Richard is currently registered with Osaic Institutions, Inc. and is based in Virginia Beach, Virginia. Before that, Richard was affiliated with several other firms, including BI Investments, LLC, MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC., MFS FUND DISTRIBUTORS, INC., AXA DISTRIBUTORS, LLC, and Davenport & Company LLC. Richard has a strong background in providing investment advice and financial planning services. Richard specializes in working with individuals, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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VA
06/01/2008 - Present
Osaic Institutions, Inc. (VIRGINIA BEACH VA)
VA
09/12/2003 - 06/01/2008
BI INVESTMENTS, LLC (VIRGINIA BEACH VA)
MA
01/02/2003 - 09/04/2003
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
06/10/2002 - 03/04/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NC
07/11/2000 - 06/04/2002
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
VA
11/30/1998 - 07/10/2000
DAVENPORT & COMPANY LLC (RICHMOND VA)
NC
05/16/1996 - 12/22/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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