Lpl Financial LLC
About this Advisor
Brian Mcmillin is a certified financial planner operating in Roseau, Minnesota, with 12 years of financial industry experience. Mcmillin is an employee of Lpl Financial LLC. Throughout their career, Mcmillin has worked at Investment Centers Of America, Dijon Hockey Club, Allen Americans Hc, Coventry Blaze Hc and Lpl Financial LLC. Mcmillin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Lpl Financial LLC is a registered investment firm operating in Roseau, Minnesota. The company has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in assets among its 1,517,995 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC provides a number 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, educational seminars and other services. Fees charged by financial advisors largely are based on the services provided. Fees billed by Lpl Financial LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Brian Mcmillin Work History
Brian has 12 years of experience.
Lpl Financial LLC
Investment Centers Of America
Dijon Hockey Club
Allen Americans Hc
Coventry Blaze Hc
Allen Americans Hc
Brian Mcmillin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.