Kevin
Mcmillan
Spectrum Financial Resources
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About this Advisor
Kevin Mcmillan is a financial advisor working in Grosse Pointe, Michigan who has 3 years of relevant experience. Mcmillan is currently employed by Spectrum Financial Resources. Throughout their career, Mcmillan has worked at J.P. Morgan Securities LLC, United Planners' Financial Services Of America, Kevin Findley Mcmillan and Spectrum Financial Resources LLC. Mcmillan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Spectrum Financial Resources is a financial advisory firm that has its headquarters in Troy, MI. The investment advisory business has offices in two locations and a total of six financial advisors. It manages $157 million in total assets between its 962 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 962 customer accounts, 30% are held by high-net-worth individuals who have greater than $1 million in investable assets. Spectrum Financial Resources has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors vary depending on the type of financial services offered. However, fee types billed by Spectrum Financial Resources may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spectrum Financial Resources Brokerage Details
$156,882,480
6
962
$163,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kevin Mcmillan Work History
Kevin has been registered as a financial advisor for 3 years.*
United Planners' Financial Services Of America
Kevin Findley Mcmillan
Kevin Findley Mcmillan
Spectrum Financial Resources LLC
Spectrum Financial Resources LLC
J.P. Morgan Securities LLC
*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 Kevin 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 Spectrum Financial Resources
Troy, MI
Saint Clair Shores, MI
Grosse Pointe, MI
Troy, MI
Saint Clair Shores, MI
Troy, MI
Troy, MI
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.