William Gillies Mcmillan
Investment adviser representative at Henderson Brothers Financial Partners LLC
11 yearsExperience
1 stateRegistered in
$406.8MFirm assets
1 yearFirm 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 assetsFixed or flat fee
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
11 years in the industry.
- LPL FinancialJul 2025 to now
- Henderson Brothers Financial Partners LLCJun 2025 to now
- Nationwide Investment Services CorporationJul 2022 to May 2025
- Newport GroupSep 2015 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Henderson Brothers Financial Partners LLC
$406.8MAssets managed
1,044Clients
18Advisers
1 yearIn 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
- 7593025
- Firm CRD
- 333732