Mike Mills Email and Phone Number
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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.
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Wealth Manager - PartnerLegacy Advisor Group Oct 2024 - PresentRichmond, Virginia, United States -
Wealth ManagerThe Legacy Team Of Equity Concepts Llc Oct 2016 - Oct 2024Henrico, VaHolistic Private Wealth Management. The Legacy Team helps our clients be the best steward of what God has entrusted them with.
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Senior Vice PresidentPioneer Investments Oct 2011 - Sep 2016Virginia, Washington D.C. And Maryland -
Vp, Territory SalesAmerican Century Investments Aug 2010 - Oct 2011 -
Regional DirectorMacquarie Group May 2008 - Aug 2010 -
Senior Advisor ConsultantFranklin Templeton Investments Jun 2005 - Jun 2008 -
Licensed Financial SpecialistWells Fargo Jun 2003 - Jun 2005 -
Financial AnalystLandamerica Lawyers Title Jun 2001 - Jun 2002 -
United States MarineUnited States Marine Corps Aug 1993 - Aug 1996
Mike Mills Skills
Mike Mills Education Details
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Finance - Concentration: Risk Management -
United States Marine CorpsCommunications Technologies/Technicians And Support Services
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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Mike Mills
Mike Mills, Executive Director Public, Government, & Enterprise Affairs For Star Tech Group - Technology With Purpose!Odessa, Tx
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