Unclaimed Profile

Michael Alan Mills

MILLS WEALTH ADVISORS, LLC·SOUTHLAKE, Texas

Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredMILLS WEALTH ADVISORS, LLC

1207 S. WHITE CHAPEL BLVD, SOUTHLAKE, TX 76092CRD# 3049166Firm CRD# 159251

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Alan Mills · SOUTHLAKE, TX

Registration

CRD #3049166 · MILLS WEALTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MILLS WEALTH ADVISORS, LLC

Jan 2012 – present

BFT FINANCIAL GROUP, LLC

Apr 2008 – Mar 2012

SOUTHLAKE, TX

BUTLER FREEMAN TALLY FINANCIAL GROUP

Jan 2004 – Jan 2008

SOUTHLAKE, TX

H. BECK, INC.

Aug 1999 – Jan 2004

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 24, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILLS WEALTH ADVISORS, LLC

CRD 159251 · SEC 801-110251

AUM

$346M

Regulatory assets under management

Employees

1,537 client accounts

Services offered by MILLS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MILLS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Alan Mills offer?

Michael Alan Mills specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.

What are Michael Alan Mills's credentials?

Michael Alan Mills holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Alan Mills located?

Michael Alan Mills is based in SOUTHLAKE, Texas, working with MILLS WEALTH ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does Michael Alan Mills charge for services?

Michael Alan Mills's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLS WEALTH ADVISORS, LLC?

MILLS WEALTH ADVISORS, LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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