Nancy Mcmillan
Nancy Mcmillan is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fort Smith, AR, with 42 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
622 So. 21st Street, Fort Smith, AR, 72901
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Nancy is an insurance agent, soliciting based on client needs, and dedicates about 10-20% of her time to this. She is also the president of McMillan Financial Services, Inc., an S-Corp and DBA for her private business as a financial advisor and insurance agent, taking about half of her time, and the trustee of her own trust, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Green Hill Financial Service CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.