Shannon L. Millican
Investment adviser representative at Planmember Securities Corporation
15 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Heritage Educators Ins Co./shannon Millican Financial ServicesAug 2026 to now
- Planmember Securities CorporationJun 2025 to now
- BencorJun 2025 to now
- Retirement Planning Associates (rpa)Jun 2025 to now
- Historic Coast Insurance CoJun 2025 to Aug 2026
- Horace Mann Investors, Inc.Apr 2011 to Jun 2025
- Heritage Educators Insurance Co.Mar 2011 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4692472
- Firm CRD
- 11869