linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Scott Miller

IFG Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Scott Miller

Daniel Miller is a financial advisor based in Atlanta, GA, and is associated with IFG Advisory, LLC. Daniel has been in the financial industry since 2000 and holds Series 63, 65, 66, 7 and SIE licenses. Daniel has experience working at several firms including Fahnestock & Co. Inc., Josephthal & Co., Inc., Bear, Stearns & Co. Inc. and Lehman Brothers Inc. Daniel offers financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management services. Daniel specializes in providing financial advice to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Daniel Miller is currently registered with IFG Advisory, LLC. IFG Advisory, LLC is an investment advisory firm headquartered in Atlanta, Georgia with 87 investment advisor representatives, 75 investment advisory functions, and 79 registered representatives. They manage approximately $3.25 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include financial planning, pension consulting, educational seminars, and selection of other advisors. They also offer portfolio management services for individuals and participate in wrap fee programs.
IFG Advisory, LLC

200 ASHFORD CENTER NORTH

ATLANTA, GA 30338

$3.25B

Assets Under Management

117

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Miller’s Registration & Firm History

GA

09/01/2023 - Present

IFG Advisory, LLC (ATLANTA GA)

NY

01/02/2002 - 01/17/2003

FAHNESTOCK & CO. INC. (NEW YORK NY)

NY

01/03/1997 - 01/02/2002

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

03/02/1993 - 12/19/1996

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

04/23/1986 - 03/09/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

Not sure if Daniel Scott Miller is right for you?

Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/26/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Scott Miller. Review regulatory record here.
Not sure if Daniel Scott Miller is right for you?