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David Yancey Millican
Directeur Général chez
Arkadios Wealth Advisors LLC
Profil
David Yancey Millican is the founder of Arkadios Wealth Advisors LLC, founded in 2017, where the title held is Chief Executive Officer & Managing Member.
Mr. Millican was the founder of ACG Wealth, Inc., founded in 2009, with the title of Founding Partner.
Mr. Millican is also the founder of Arkadios Capital LLC,Arkadios Holdings, Inc...
Mr. Millican was Principal at A.G.
Edwards & Sons, Inc. Mr. Millican was First Vice President at Morgan Keegan & Co. LLC (Invt Mgmt).
Mr. Millican completed undergraduate education at The University of Alabama.
Postes actifs de David Yancey Millican
| Sociétés | Poste | Début |
|---|---|---|
Arkadios Wealth Advisors LLC
 Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm uses demographic and financial information provided by the client to assess the client’s risk profile and investment objective(s) in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities. | Directeur Général | 01/01/2017 |
Arkadios Capital LLC
 Arkadios Capital LLC Investment Banks/BrokersFinance Operates as an independent broker-dealer | Directeur Général | 01/01/2017 |
Arkadios Holdings, Inc.
 Arkadios Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in investment advisory services | Directeur Général | - |
Anciens postes connus de David Yancey Millican
| Sociétés | Poste | Fin |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Fondateur | 01/03/2021 |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Corporate Officer/Principal | - |
Formation de David Yancey Millican
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Arkadios Wealth Advisors LLC
Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm uses demographic and financial information provided by the client to assess the client’s risk profile and investment objective(s) in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities. | Finance |
Arkadios Capital LLC
Arkadios Capital LLC Investment Banks/BrokersFinance Operates as an independent broker-dealer | Finance |
Arkadios Holdings, Inc.
Arkadios Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in investment advisory services | Finance |
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