David
Mcmillan
Transamerica Financial Advisors, Inc
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About this Advisor
David Mcmillan is a financial advisor based in Rockville, Maryland, working with Transamerica Financial Advisors, Inc. David has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Benefit Mall/Health Insurance, Heartland Institute Of Financial Education, Debtmerica, LLC, Aca Marketing Enrollment Solutions Inc, American Family Life Assurance Company, David Mcmillan, Netlaw Group, Inc, Mpowering America, Wealthwave, and Dhm Group Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, David is part of Transamerica Financial Advisors, Inc, which operates out of Rockville, Maryland. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Mcmillan Work History
Netlaw Group, Inc
Wealthwave
Dhm Group Inc
Dhm Group Inc
David Mcmillan
Transamerica Financial Advisors, Inc
Heartland Institute Of Financial Education
Benefit Mall/Health Insurance
Wfgia
Mpowering America
American Family Life Assurance Company
Aca Marketing Enrollment Solutions Inc
Debtmerica, LLC
Disclosures
Please visit the SEC profile of David Mcmillan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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