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An Advisor's Story: How He Built the $11 Billion Firm, Arkadios Capital (066)
David Millican, CEO of Arcadios Capital, joins me to share
his journey from AG Edwards to founding Arcadios in 2016 (now an $11b firm with more than 200 advisors).
David highlights the challenges of large broker-dealers and
stresses the importance of a hybrid model for business owners, allowing for long-term flexibility.
High-performing financial advisors considering a firm
transition: Please utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business.
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
View all episodes
By Corey Walen
5
99 ratings
David Millican, CEO of Arcadios Capital, joins me to share
his journey from AG Edwards to founding Arcadios in 2016 (now an $11b firm with more than 200 advisors).
David highlights the challenges of large broker-dealers and
stresses the importance of a hybrid model for business owners, allowing for long-term flexibility.
High-performing financial advisors considering a firm
transition: Please utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business.
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
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