Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Miller is a financial advisor with Brown | Miller Wealth Management, LLC. David Miller is also registered with the state of Virginia and Texas. David Miller has been in the financial services industry since 2002. David Miller is a Certified Financial Planner. David Miller works with a variety of clients including high net worth individuals, individuals other than high net worth, corporations, and charitable organizations. David Miller provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
VA
03/03/2020 - Present
Brown | Miller Wealth Management, LLC (MCLEAN VA)
DC
01/01/2008 - 03/09/2020
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
DC
06/12/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
GA
04/12/2002 - 06/21/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/25/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Miller is the right advisor for you? Invested Better is here to help.
