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David Perry Miller

Allstate Financial Services, LLC

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About David Perry Miller

David Miller is a financial advisor with over 30 years of experience in the industry. David Miller currently works with Allstate Financial Services, LLC and is registered to offer securities in several states including North Carolina, South Carolina, Texas, and Florida. David Miller is also registered with FINRA. David Miller holds a Series 7, Series 63, and Series 65 licenses. David Miller has previously worked with several other firms including New England Securities, W. S. Griffith & Co., Inc., and NationsBanc Investments, Inc.

Firm Information

David Miller is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Miller’s Registration & Firm History

NC

10/30/2002 - Present

Allstate Financial Services, LLC (STATESVILLE NC)

NY

05/06/1998 - 10/18/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

06/04/1997 - 05/01/1998

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

MA

02/15/1996 - 05/19/1997

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

03/26/1996 - 08/02/1996

BANK SOUTH INVESTMENT SERVICES, INC.

NY

11/13/1995 - 02/20/1996

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

MA

08/03/1992 - 11/22/1995

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 07/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Perry Miller.
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