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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Miller is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. Daniel William Miller has 12 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension plans. He has held previous roles with other firms including Allen, Mooney & Barnes Brokerage Services, LLC, IFP Securities, LLC, Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Northwestern Mutual Investment Services, LLC, TD Ameritrade, Inc., USAA Financial Advisors, Inc., and Scottrade, Inc. Daniel William Miller is registered to provide investment advice in Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
04/05/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
GA
04/12/2022 - 11/14/2023
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (THOMASVILLE GA)
FL
08/26/2021 - 04/01/2022
IFP SECURITIES, LLC (TAMPA FL)
FL
02/06/2020 - 09/03/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
12/19/2018 - 09/03/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/09/2018 - 12/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST PETERSBURG FL)
FL
08/10/2017 - 04/03/2018
TD AMERITRADE, INC. (TAMPA FL)
FL
03/26/2014 - 07/17/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
12/12/2011 - 02/24/2014
SCOTTRADE, INC. (ST. PETERSBURG FL)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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