David Allen Miller
CFP®Professional Summary
David Allen Miller, CFP®, who also goes by David Miller, is a registered financial advisor currently at RULE72 FINANCIAL located in Potomac Falls, Virginia. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Business Services
- Financial Planning
Specializations
Biography
Founder & Financial Planner for clients to live their best lives, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or business owners providing planning as a benefit. David lives in Loudoun County, Virginia, where he enjoys hiking and biking the local trails when he is not helping others plan for their financial futures.
Other Aliases
David Miller
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
RULE72 FINANCIAL | RULE72 FINANCIAL LLC
Contact Information
Main Address
46179 Westlake Drive Suite 330, Potomac Falls, VA 20165Phone Number
(571) 517-1246# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
47AUM (Assets Under Management)
$8,473,549Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(6/8/2022)
(10/19/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Allen Miller's CRS (Customer Relationship Summary).
Services Offered by David
- Estate & Legacy Planning
- Investment Management
- Business Services
- Financial Planning
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