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Eugene Millsap

44 Years of Experience
Montgomery, AL
1 DisclosureBroker

Eugene Millsap is a registered investment advisor at Raymond James & Associates, INC., based in Montgomery, AL, with 44 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7460 Halcyon Pointe Drive, Suite #101, Montgomery, AL, 36117

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History

Regulatory History (1)
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Regulatory
September 1993
Final
Other Business Activities

Eugene is a partner in Gascoigne Capital LLC and Millsap Family LLLP, and the president of Hillwood Neighborhood Association. He also has minimal involvement with Millsap Opportunity Fund, Millsap Search Fund LLC, and Montala LLC.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 1991 - February 2013 · 21 yrs 8 mos
Morgan Keegan & Company, INC.Broker
June 1990 - February 2013 · 22 yrs 8 mos
George M. Wood & Company, INC.Broker
January 1985 - July 1990 · 5 yrs 6 mos
George M. Wood & Company, INC.Broker
July 1979 - December 1982 · 3 yrs 5 mos
State Registrations14 states
ALARCACODCFLGAHIMSNCOHTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.