Tomas
Mcmillan
Dynamic Wealth Advisors
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About this Advisor
Tomas Mcmillan is a financial advisor operating in Phoenix, Arizona with 4 years of relevant experience. Mcmillan works at Dynamic Wealth Advisors. Over the course of their career, they have held roles at Dynamic Wealth Advisors Dba Walker Mcmillan LLC and Department Of Education New York City. Mcmillan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts, New York and Pennsylvania. Dynamic Wealth Advisors is an advisory business based out of Phoenix, AZ. The company has offices in 50 locations and a total of 120 financial advisors. It manages $3 billion in assets under management between its 12,207 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves four charitable organizations. Of its 12,207 accounts, 22% are held by high-net-worth clients who have more than $1 million in assets. Dynamic Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management depend on the services offered. Fee types billed by Dynamic Wealth Advisors can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Tomas Mcmillan Work History
Tomas has been registered as a financial advisor for 4 years.*
Dynamic Wealth Advisors Dba Walker Mcmillan LLC
Department Of Education New York City
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tomas Mcmillan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Advisors
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Agoura Hills, CA
Prairie Village, KS
Phoenix, AZ
Idaho Falls, ID
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