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David Yancey Millican
Algemeen Directeur bij Arkadios Wealth Advisors LLC
Profiel
David Yancey Millican was a founding partner of ACG Wealth, Inc. which was founded in 2009.
He is also the founder of Arkadios Capital LLC and Arkadios Holdings, Inc. Mr. Millican's current job is Chief Executive Officer & Managing Member at Arkadios Wealth Advisors LLC since 2017.
Mr. Millican's former jobs include being a Principal at A.G.
Edwards & Sons, Inc. and a First Vice President at Morgan Keegan & Co. LLC.
Mr. Millican received his undergraduate degree from The University of Alabama.
Actieve functies van David Yancey Millican
Bedrijven | Functie | Begin |
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Arkadios Wealth Advisors LLC
![]() Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth Advisors LLC (Arkadios Wealth) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2017 and is a wholly owned by Arkadios Holdings, Inc. Arkadios Wealth provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Algemeen Directeur | 01-06-2017 |
Arkadios Capital LLC
![]() Arkadios Capital LLC Investment Banks/BrokersFinance Part of Arkadios Holdings, Inc., Arkadios Capital LLC is a hybrid independent broker-dealer that specializes in supporting larger and growth-oriented wealth management firms. The company is based in Atlanta, GA and has the highest ethical standards. With more than 80 advisors and over $1 billion in affiliated assets, Arkadios Capital offers customized investment options focused on individual investors. The company has an institutional bond desk and real estate investment team and operates in more than 50 offices across the United States. The company was founded by David Yancey Millican and has been the CEO since incorporation. | Algemeen Directeur | 01-01-2017 |
Arkadios Holdings, Inc.
![]() Arkadios Holdings, Inc. Investment ManagersFinance Arkadios Holdings, Inc. operates as a holding private company with interests in investment advisory services. The company is based in Atlanta, GA and has subsidiaries in the United States. The company was founded by David Yancey Millican and he has been the CEO since incorporation. | Algemeen Directeur | - |
Eerdere bekende functies van David Yancey Millican
Bedrijven | Functie | Einde |
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ACG Wealth, Inc.
![]() ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Oprichter | 01-03-2021 |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Opleiding van David Yancey Millican
The University of Alabama | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 6 |
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A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
ACG Wealth, Inc.
![]() ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
Arkadios Wealth Advisors LLC
![]() Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth Advisors LLC (Arkadios Wealth) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2017 and is a wholly owned by Arkadios Holdings, Inc. Arkadios Wealth provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
Arkadios Capital LLC
![]() Arkadios Capital LLC Investment Banks/BrokersFinance Part of Arkadios Holdings, Inc., Arkadios Capital LLC is a hybrid independent broker-dealer that specializes in supporting larger and growth-oriented wealth management firms. The company is based in Atlanta, GA and has the highest ethical standards. With more than 80 advisors and over $1 billion in affiliated assets, Arkadios Capital offers customized investment options focused on individual investors. The company has an institutional bond desk and real estate investment team and operates in more than 50 offices across the United States. The company was founded by David Yancey Millican and has been the CEO since incorporation. | Finance |
Arkadios Holdings, Inc.
![]() Arkadios Holdings, Inc. Investment ManagersFinance Arkadios Holdings, Inc. operates as a holding private company with interests in investment advisory services. The company is based in Atlanta, GA and has subsidiaries in the United States. The company was founded by David Yancey Millican and he has been the CEO since incorporation. | Finance |