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Daniel Thomas Mcmillan

EARLY MCCLINTIC & MCMILLAN, LLC·STAFFORD, Texas
SIE, Series 3, Series 7, Series 8, Series 63, Series 65Clean record27 years registeredEARLY MCCLINTIC & MCMILLAN, LLC
4800 SUGAR GROVE BLVD., STAFFORD, TX 77477CRD# 1554781Firm CRD# 288427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Thomas Mcmillan · STAFFORD, TX
Registration
CRD #1554781 · EARLY MCCLINTIC & MCMILLAN, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

EARLY MCCLINTIC & MCMILLAN, LLC
Aug 2017 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2017
STAFFORD, TX
EARLY, MCCLINTIC & MCMILLAN
Apr 2004 – Jun 2014
STAFFORD, TX
RAYMOND JAMES FINANCIAL SERVICES
Jan 1999 – Jan 2009
STAFFORD, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · January 4, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427 · SEC 801-110886
AUM
$505M
Regulatory assets under management
Employees
9
615 client accounts
Services offered by EARLY MCCLINTIC & MCMILLAN, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EARLY MCCLINTIC & MCMILLAN, LLC →
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05

Frequently Asked Questions

What services does Daniel Thomas Mcmillan offer?
Daniel Thomas Mcmillan specializes in Financial Planning, Investment Management. Contact their office in STAFFORD, Texas for a consultation.
What are Daniel Thomas Mcmillan's credentials?
Daniel Thomas Mcmillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Thomas Mcmillan located?
Daniel Thomas Mcmillan is based in STAFFORD, Texas, working with EARLY MCCLINTIC & MCMILLAN, LLC. Their office serves clients in the STAFFORD metropolitan area and surrounding communities.
How does Daniel Thomas Mcmillan charge for services?
Daniel Thomas Mcmillan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EARLY MCCLINTIC & MCMILLAN, LLC?
EARLY MCCLINTIC & MCMILLAN, LLC has approximately 9 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EARLY MCCLINTIC & MCMILLAN, LLC

Ian Scott Mcclintic
STAFFORD, TX
CFP
Scott David Mcclintic
STAFFORD, TX
CFP
Zachary Felix-Adam Azra
STAFFORD, TX
David Allen Huddleston
STAFFORD, TX
Richard Dean Early
STAFFORD, TX

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