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 at Cambridge Investment Research Advisors, Inc., a firm that manages $87 billion in assets. David has been in the financial services industry since 1994 and is registered with the state of Montana. David offers financial planning, portfolio management, and educational seminars to his clients. David is also an independent insurance agent for various insurance companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MT
10/24/2011 - Present
Cambridge Investment Research Advisors, Inc. (POLSON MT)
MT
01/30/1998 - 10/21/2011
SECURITIES AMERICA, INC. (POLSON MT)
GA
10/05/1994 - 02/06/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
10/14/1993 - 06/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/14/1993 - 06/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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