Ian Thomas Mcmillan

Employer firm

Client First Investment Management LLC CRD 282600

$272M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 11/2016
  Lpl Financial Llc
  Alexandria, VA
• 07/2014 → 11/2016
  Burke And Herbert Wealth Management
  Alexandria, VA
• 11/2016 → 11/2018
  Financial Services Advisory
  Rockville, MD
• 11/2018 → 02/2019
  Sherman Wealth Mgmt
  Gaithersburg, MD
• 07/2019 → Present
  Client First Investment Management Llc
  Sterling, VA
• 01/2019 → 07/2019
  Unemployed
  Sterling, VA
• 08/2019 → Present
  Client First Tax And Wealth Advisors
  West Bend, WI
• 08/2019 → Present
  Client First Investment Management Llc
  Charlotte, NC

Previous Registrations

• 2020-01-03 → 2021-12-18
  Client First Investment Management Llc
  Sterling, VA
  West Bend, WI
• 2018-11-27 → 2019-01-30
  Sherman Wealth Management Llc
  Gaithersburg, MD
• 2017-03-06 → 2018-11-28
  Fsa Wealth Partners
  Rockville, MD
• 2014-08-05 → 2016-11-28
  Lpl Financial Llc
  Alexandria, VA
• 2013-06-17 → 2014-01-10
  Omega Wealth Management Llc
  Arlington, VA
• 2012-08-08 → 2012-08-28
  Taverik Capital, Llc
  Greenville, SC

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-22
• S65 Uniform Investment Adviser Law Examination
  2012-08-07

Other Names

• Ian Thomas Mcmillian