Daniel
Miller

Ifg Advisory, LLC

CRD#1485550
Investment Advisor
in Duluth, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Miller is a financial advisor who works out of Duluth, Georgia with a total of 7 years of industry experience. Miller currently works for Ifg Advisory, LLC. During their career, the advisor has held roles at Unique Atlanta Homes Inc, Lpl Financial, LLC and Ifg Advisory, LLC. Miller has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Ifg Advisory, LLC is a registered investment business headquartered in Atlanta, GA. The investment advisory business has offices in 42 locations and a total of 150 employees. It has $3 billion in assets between its 10,751 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 23 charitable organizations. Of its 10,751 client accounts, 36% are associated with high-net-worth clients who have at least $1 million in investable assets. Ifg Advisory, LLC provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the services offered. However, fees charged by Ifg Advisory, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2750 Peachtree Industrial Boulevard Suite B
Duluth, GA 30097

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$2,532,642,170

GA Average: $3,570,121,308
Total Number of Employees

150

GA Average: 58
Total Number of Accounts

10,751

GA Average: 1,608
Average Account Size

$235,573

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Miller Work History

Daniel has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Ifg Advisory, LLC

2009 - Present (15 years)

Unique Atlanta Homes Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ifg Advisory, LLC

David Jones
Atlanta, GA
Darrin Bearden
Atlanta, GA
John Bridgers
Atlanta, GA
Richard Carver
Atlanta, GA
Katherine Healy
Atlanta, GA
Noah Shorr
Atlanta, GA
Kirk Schlenke
Atlanta, GA
Terrell Boone
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started