DAVID YANCEY MILLICAN is currently employed as a Broker and/or Investment Adviser at ACG WEALTH, INC. located at 3333 PIEDMONT RD., SUITE 2010, ATLANTA, GA, 30305.
DAVID YANCEY MILLICAN has worked at ACG WEALTH, INC. since October 17, 2016
DAVID YANCEY MILLICAN is also currently employed as a Broker and/or Investment Adviser at ARKADIOS WEALTH ADVISORS located at 3333 PIEDMONT RD., NESUITE 2010, ATLANTA, GA, 30305 since January 01, 1970
DAVID YANCEY MILLICAN is also currently employed as a Broker and/or Investment Adviser at ARKADIOS CAPITAL located at 3333 PIEDMONT RD. NESUITE 2010, ATLANTA, GA, 30305 since January 01, 1970
Disclosure History
DAVID YANCEY MILLICAN has 1 Disclosure Event(s).
Date: October 14, 2003 Category: Customer Dispute Allegations: GEORGIA RESIDENT WRITES THAT HIS FINANCIAL ADVISORS RECOMMENDED INVESTMENTS THAT WERE EITHER ILL TIMED OR MUTUAL FUNDS THAT CARRIED LOW MORNINGSTAR RATINGS AND INCONSISTENT WITH ACCOUNT OBJECTIVES. FURTHER WRITES THAT WRAP ACCOUNT FEES WERE NOT PROPERLY DISCLOSED. Damage Amount Requested: $5,001.00 Settlement Amount: $9,631.56 Broker Comment: BULK OF THE CLIENT'S ALLEGATIONS WERE DIRECTED TOWARDS BOB LEAVENWORTH, THE BROKER OF RECORD, AMND MR. MILLICAN HAD MINIMAL INVOLVEMENT IN THE ACCOUNT. HOWEVER, IN THE INTERESTS OF CLIENT RELATIONS AND TO AVOID COSTLY AND TIME CONSUMING LITIGATION, SETTLED IN THE AMOUNT OF $9631.56, WIHTOUT ADMITTING LIABILITY.
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