Samantha Mcmillan
Samantha Mcmillan is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha provides event production services, performing clerical duties such as year-end filing and data entry. This non-investment related activity takes about 10-20% of Samantha's time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo AdvisorsBroker
Wells Fargo Advisors
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Allen C. Ewing & CO.Broker
Capital Research CorporationBroker
State Registrations1 state
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