Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| AR | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcmillan Financial Services, Inc. | Fort Smith | AR | 06/2011 | Present |
| Voya Financial Advisors | Fort Smith | AR | 09/2014 | 08/2020 |
| Securities America, Inc. | Fort Smith | AR | 08/2020 | 06/2024 |
| Securities America Advisors | Forth Smith | AR | 08/2020 | 06/2024 |
| Osaic Wealth, Inc. | Fort Smith | AR | 06/2024 | Present |
| Osaic Wealth, Inc. | Fort Smith | AR | 06/2024 | Present |
1. MCMILLAN FINANCIAL SERVICES, INC. POSITION: Vice President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2011 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Financial Services, Inc. is an S-Corp and DBA name for my private business where I am a Financial Advisor and Insurance Agent. 2. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2020 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: Solicit based on client needs. 3. MCMILLAN WEALTH POSITION: President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2025 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Wealth is a DBA name for McMillan Financial Services, Inc., an S-Corp. McMillan Wealth is the DBA name for my private business where I am a Financial Advisor and Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
Reach out to this advisor