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 in Houston, TX with over 30 years of experience in the industry. David currently works with AssuredPartners Investment Advisors and has previously worked with Kestra Investment Services, LLC, Securities America, Inc., MML Investors Services, Inc., and others. David's areas of expertise include financial planning, pension consulting, college planning, portfolio management for individuals and businesses, and referrals to unaffiliated investment advisors.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
TX
05/06/2024 - Present
Assuredpartners Investment Advisors (Houston TX)
TX
01/11/2016 - 05/07/2024
KESTRA INVESTMENT SERVICES, LLC (Houston TX)
TX
04/09/1999 - 01/12/2016
SECURITIES AMERICA, INC. (HOUSTON TX)
NA
03/18/1999 - 04/09/1999
SECURITIES AMERICA, INC.
MA
11/16/1990 - 03/23/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VT
05/29/1990 - 11/13/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
07/08/1988 - 06/01/1990
DERAND/PENNINGTON/BASS, INC.
NA
07/05/1988 - 07/08/1988
FINANCIAL SYNERGIES EQUITIES, INC.
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/21/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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