Nancy
Mcmillan

Securities America Advisors, Inc

CRD#1063734
Investment Advisor
in Fort Smith, AR

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About this Advisor

Nancy Mcmillan is a financial advisor based out of Fort Smith, Arkansas who has 3 years of industry experience. Mcmillan is an advisor for Securities America Advisors, Inc. Throughout their career, Mcmillan has worked at Mcmillan Financial Services, Mutual Benefit Life, Bma, Ing Financial Partners, Inc, Voya Financial Advisors, Securities America, Inc and Securities America Advisors. Mcmillan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas and Texas. Securities America Advisors, Inc is an advisory company that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 people on staff. It oversees $38 billion in assets between its 200,228 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 200,228 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Securities America Advisors, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

622 So. 21St Street
Fort Smith, AR 72901

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

AR Average: $1,978,216,465
Total Number of Employees

3,748

AR Average: 226
Total Number of Accounts

200,228

AR Average: 7,467
Average Account Size

$190,602

AR Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nancy Mcmillan Work History

Nancy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Securities America Advisors

1991 - Present (33 years)

Bma

1986 - Present (38 years)

Mutual Benefit Life

1983 - Present (41 years)

Mcmillan Financial Services

2014 - 2020 (6 years)

Voya Financial Advisors

2004 - 2014 (10 years)

Ing Financial Partners, Inc

*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 Nancy 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 Securities America Advisors, Inc

Christopher Conti
Johnston, RI
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Seth Wilson
Fresno, CA
Edward Debay
East Hartford, CT
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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