Daniel
Miller
Amb Wealth, LLC
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About this Advisor
Daniel Miller is a financial advisor working out of Thomasville, Georgia with 1 year of industry experience. Miller is an advisor for Amb Wealth, LLC. Their career trajectory has included roles at Scottrade Financial, Usaa Financial Planning Services, Usaa, Td Ameritrade, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Raymond James And Associates, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Ifp Securities LLC, Inpendent Financial Partners and Allen Mooney And Barnes Investment Advisors, LLC. Miller has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Amb Wealth, LLC is a registered investment business headquartered in Thomasville, GA. The company has offices in two locations and a total of 17 people on staff. It manages $680 million in assets among its 658 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 658 client accounts, 47% are associated with high-net-worth clients who have greater than $1 million in investable assets. Amb Wealth, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which service is offered. Fee types billed by Amb Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$679,891,288
17
658
$1,033,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Miller Work History
Daniel has been registered as a financial advisor for 1 years.*
Allen Mooney And Barnes Investment Advisors, LLC
Ifp Securities LLC
Inpendent Financial Partners
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Raymond James And Associates
Td Ameritrade
Usaa Financial Planning Services
Usaa
Scottrade Financial
Northwestern Mutual Wealth Management Company
*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 Amb Wealth, LLC
Thomasville, GA
Thomasville, GA
Thomasville, GA
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, 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.
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