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 an Investment Advisor Representative with Thayer Partners LLC. David Miller is registered with the state of Massachusetts and Florida. David Miller has been in the industry for 6 years. David Miller is a Certified Public Accountant. David Miller also owns and operates David Miller CPA LLC.
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.
Consulting fees
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MA
07/10/2023 - Present
Thayer Partners LLC (Cambridge MA)
IA
Issued 07/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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