Daniel
Miller

Ifg Advisory, LLC

CRD#1485550
Investment Advisor
in Atlanta, GA
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About this Advisor

Daniel Miller is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 10 years. Miller is currently employed by Ifg Advisory, LLC. During their career, Miller has held roles at Ifg Advisory, LLC, Vista International Research LLC, Unique Atlanta Homes Inc and Lpl Financial, LLC. Miller holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Ifg Advisory, LLC is a financial advisory company operating in Atlanta, Georgia. The investment advisory business has offices in 30 locations and a total of 139 employees. It controls $2 billion in total assets across its 9,783 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,783 client accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets available to invest. Ifg Advisory, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely depend on the financial services offered. Fee types charged by Ifg Advisory, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,439,108,463

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

125

GA Average: 58
Total Number of Accounts

7,257

GA Average: 1,608
Average Account Size

$198,306

GA Average: $2,220,225

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Investment Advisory Services

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

Daniel Miller Work History

Daniel has 10 years of experience.

2016 - Present (3 years)

Ifg Advisory, LLC

2016 - Present (3 years)

Lpl Financial, LLC

2009 - Present (10 years)

Unique Atlanta Homes Inc

2008 - 2009 (1 years)

Vista International Research LLC

Disclosures

Daniel Miller has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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