David Millican

Chief Executive Officer at

Arkadios Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. David Y.
Millican, IV, is a Chief Executive Officer & Founder at Arkadios Wealth Advisors LLC, a Chief Executive Officer at Arkadios Capital LLC and a Secretary, Chief Executive & Financial Officer at Arkadios Holdings, Inc. Mr. Millican was previously employed as a Founding Partner by ACG Wealth, Inc., a Principal by A.G.
Edwards & Sons, Inc., and a First Vice President by Morgan Keegan & Co. LLC (Invt Mgmt).
He received his undergraduate degree from The University of Alabama.

David Millican active positions

Companies	Position	Start
Arkadios Wealth Advisors LLC Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm uses demographic and financial information provided by the client to assess the client’s risk profile and investment objective(s) in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities.	Chief Executive Officer	31/12/2016
Arkadios Capital LLC Arkadios Capital LLC Investment Banks/BrokersFinance Operates as an independent broker-dealer	Chief Executive Officer	31/12/2016
Arkadios Holdings, Inc. Arkadios Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in investment advisory services	Chief Executive Officer	-

All active positions of David Millican

Former positions of David Millican

Companies	Position	End
ACG Wealth, Inc. ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis.	Founder	28/02/2021
Morgan Keegan & Co. LLC Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
A.G. Edwards & Sons, Inc. A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services	Corporate Officer/Principal	-

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Linked companies

Private companies	7
A.G. Edwards & Sons, Inc. A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services	Finance
The University of Alabama The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ACG Wealth, Inc. ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis.	Finance
Morgan Keegan & Co. LLC Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Arkadios Wealth Advisors LLC Arkadios Wealth Advisors LLC Investment ManagersFinance Arkadios Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm uses demographic and financial information provided by the client to assess the client’s risk profile and investment objective(s) in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities.	Finance
Arkadios Capital LLC Arkadios Capital LLC Investment Banks/BrokersFinance Operates as an independent broker-dealer	Finance
Arkadios Holdings, Inc. Arkadios Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in investment advisory services	Finance