Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Miller is a financial advisor at Independent Financial Partners. Donald is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since December 1997. Donald is licensed to provide investment advice in Florida, Iowa, Massachusetts, New Hampshire, North Carolina, South Carolina, Texas, and Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
08/13/2024 - Present
Independent Financial Partners (Holmes Beach FL)
FL
05/16/2014 - 07/25/2024
SCF SECURITIES, INC. (HOLMES BEACH FL)
TX
03/24/2009 - 05/19/2014
OPPENHEIMER & CO. INC. (HOUSTON TX)
TX
10/15/2004 - 03/16/2009
STANFORD GROUP COMPANY (HOUSTON TX)
MO
07/01/2003 - 11/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/24/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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