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Mike Mills

Mike mills

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location of Mike MillsGreater Richmond Region
Phone number of Mike MillsView Mobile No.
Followers of Mike Mills975 followers

  • Timeline

  • About me

    Partner, Wealth Manager at Legacy Advisor Group

  • Education

    • United states marine corps

      1993 - 1996
      Communications technologies/technicians and support services

      Marine Combat Training and Communications School

    • Virginia tech - pamplin college of business

      1999 - 2001
      Bs finance - concentration: risk management

  • Experience

    • United states marine corps

      Aug 1993 - Aug 1996
      United states marine

    • Landamerica lawyers title

      Jun 2001 - Jun 2002
      Financial analyst

    • Wells fargo

      Jun 2003 - Jun 2005
      Licensed financial specialist

    • Franklin templeton investments

      Jun 2005 - Jun 2008
      Senior advisor consultant

    • Macquarie group

      May 2008 - Aug 2010
      Regional director

    • American century investments

      Aug 2010 - Oct 2011
      Vp, territory sales

    • Pioneer investments

      Oct 2011 - Sept 2016
      Senior vice president

    • The legacy team of equity concepts llc

      Oct 2016 - Oct 2024
      Wealth manager

      Holistic Private Wealth Management. The Legacy Team helps our clients be the best steward of what God has entrusted them with.

    • Legacy advisor group

      Oct 2024 - now
      Wealth manager - partner

  • Licenses & Certifications

    • Series 7, 6, 63, 65 and aif

  • Volunteer Experience

    • Scout Master

      Issued by Boy Scouts of America on Sept 2014
      Boy Scouts of AmericaAssociated with Mike Mills

    • Volunteer Instructor

      Issued by Junior Achievement USA on Jan 2002
      Junior Achievement USAAssociated with Mike Mills