David Keith Miller
Professional Summary
David Keith Miller, who also goes by Daave Miller, Dave Miller, was a registered financial advisor. David was a previously registered financial advisor and started their career in finance 1981 - 2014. David had worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daave Miller, Dave Miller
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
BENEFIT PLANNING | WEALTH ENHANCEMENT & PRESERVATION OF GEORGIA | TRIUMPH ADVISORS | THE DGR GROUP | TGC FINANCIAL ADVISORY GROUP | SUN FINANCIAL SERVICES | SUMMIT FINANCIAL SERVICES | STRATEGIC ASSET ADVISORS | SMARTGROUP HOUSTON | RETIREMENT SOLUTIONS | RETIREMENT ASSET MANAGEMENT | RESOURCE HORIZONS INVESTMENT ADVISORY, INC. | PRM FINANCIAL SERVICES | PARADIGM FINANCIAL GROUP | OAK TREE GROUP | NAVIGATIONAL WEALTH PLANNING | MBA FINANCIAL ADVISORS | MASTERS WEALTH MANAGEMENT GROUP | LIFEPLAN FINANCIAL ADVISORS | LIFE & BENEFIT SERVICES | LCS FINANCIAL GROUP | JFC FINANCIAL SOLUTIONS | INVESTMENT PLANNING SOLUTIONS | INTEGRATED RETIREMENT PLANNING | INNOVATIVE WEALTH MANAGEMENT | HORIZON FINANCIAL CONSULTING | GM FINANCIAL PLANNING | FOCUS FINANCIAL SERVICES | FIRST FINANCIAL RESOURCES | FINANCIAL PARTNERS WEALTH MANAGEMENT | FINANCIAL DESTINY | FEDERAL RETIREMENT ADVISORS | CUMMINGS FINANCIAL SERVICES | BLACK OAK ASSET MANAGEMENT | BENEFIT PLANNING OF CALIFORNIA | BENEFIT PLANNING ADVISORS
Contact Information
Main Address
1350 Church Street, Ext., N.e. 3rd Floor, Marietta, GA 30060Documents
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Other business activities
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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