Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Miller is a financial advisor with Prime Capital Financial. David has been in the industry since January 2006. David has a Series 7, Series 31, and Series 66 license. David is also an insurance agent. David has previously worked at PRIVATE CLIENT SERVICES, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC. and THE O.N. EQUITY SALES COMPANY. David is registered to provide investment advisory services in Kansas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
07/20/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 12/06/2021
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
01/27/2006 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
KS
01/31/2005 - 11/23/2005
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
BOTH
Issued 02/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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