Mike Mills

Mike Mills Email and Phone Number

Partner, Wealth Manager at Legacy Advisor Group @ Legacy Advisor Group
Mike Mills's Location
Greater Richmond Region, United States
Mike Mills's Contact Details
About Mike Mills

Specialties: Private Wealth Management and Alternative Investments for Accredited Investors."Our mission is to enable our clients to become the best possible stewards of what God has entrusted to them."Equity Concepts is a Financial Services firm with advisors that focus on managing the complex financial and risk management needs of families, trusts and endowments.- Family Office Services- Portfolio Management- Risk Management- Alternative Investing At Equity Concepts, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas give our clients, individual and institutional, access to the most advanced and effective investment solutions available.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Equity Concepts, LLC and Cambridge are not affiliated. Cambridge does not provide insurance services.Registered branch address: 2550 Gaskins Road, Henrico VA 23238Please note: Due to industry regulations, I cannot accept endorsements or recommendations.

Mike Mills's Current Company Details
Legacy Advisor Group

Legacy Advisor Group

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Partner, Wealth Manager at Legacy Advisor Group
Mike Mills Work Experience Details
  • Legacy Advisor Group
    Wealth Manager - Partner
    Legacy Advisor Group Oct 2024 - Present
    Richmond, Virginia, United States
  • The Legacy Team Of Equity Concepts Llc
    Wealth Manager
    The Legacy Team Of Equity Concepts Llc Oct 2016 - Oct 2024
    Henrico, Va
    Holistic Private Wealth Management. The Legacy Team helps our clients be the best steward of what God has entrusted them with.
  • Pioneer Investments
    Senior Vice President
    Pioneer Investments Oct 2011 - Sep 2016
    Virginia, Washington D.C. And Maryland
  • American Century Investments
    Vp, Territory Sales
    American Century Investments Aug 2010 - Oct 2011
  • Macquarie Group
    Regional Director
    Macquarie Group May 2008 - Aug 2010
  • Franklin Templeton Investments
    Senior Advisor Consultant
    Franklin Templeton Investments Jun 2005 - Jun 2008
  • Wells Fargo
    Licensed Financial Specialist
    Wells Fargo Jun 2003 - Jun 2005
  • Landamerica Lawyers Title
    Financial Analyst
    Landamerica Lawyers Title Jun 2001 - Jun 2002
  • United States Marine Corps
    United States Marine
    United States Marine Corps Aug 1993 - Aug 1996

Mike Mills Skills

Alternative Investments Series 63 Financial Advisory Fixed Income Insurance Retirement Planning Sales Portfolio Management Investments Finance Series 6 401k Asset Allocation Investment Advisory Financial Services Wealth Management Sales Management Equities Mutual Funds Business Planning Finra Uniform Combined State Law Investment Strategies Asset Management Separately Managed Accounts Series 24 Etfs Retirement Series 65 Series 7 Securities Investment Management

Mike Mills Education Details

Frequently Asked Questions about Mike Mills

What company does Mike Mills work for?

Mike Mills works for Legacy Advisor Group

What is Mike Mills's role at the current company?

Mike Mills's current role is Partner, Wealth Manager at Legacy Advisor Group.

What is Mike Mills's email address?

Mike Mills's email address is mi****@****ail.com

What is Mike Mills's direct phone number?

Mike Mills's direct phone number is +150180*****

What schools did Mike Mills attend?

Mike Mills attended Virginia Tech - Pamplin College Of Business, United States Marine Corps.

What skills is Mike Mills known for?

Mike Mills has skills like Alternative Investments, Series 63, Financial Advisory, Fixed Income, Insurance, Retirement Planning, Sales, Portfolio Management, Investments, Finance, Series 6, 401k.

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