Daron Mcmillan
Daron Mcmillan is a registered investment advisor at Osaic Wealth, INC., based in Roseville, CA, with 31 years of industry experience. Daron 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
508 Gibson Dr., Ste 240, Roseville, CA, 95678
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1998Other Business ActivitiesSells Insurance
Daron is an insurance agent providing life insurance solutions, dedicating a few hours per week. He is also the President of El Dorado Hills Investment Group Inc., an S-corp, and manages his day-to-day business there.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
Piper Jaffray INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.