David
Miller

Osaic Wealth, Inc

CRD#4796664
Investment Advisor
in Dallas, TX

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About this Advisor

David Miller is a financial advisor based in Dallas, Texas, working with Osaic Wealth, Inc. David has previously held positions at Sunset Financial Services Inc, Securities America, Inc, Securities America Advisors, Inc, and Osaic Wealth, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, David is part of Osaic Wealth, Inc, which operates out of Dallas, Texas. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Dallas, TX

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

TX Average: $1,555,372,352
Total Number of Employees

6,838

TX Average: 37
Total Number of Accounts

437,201

TX Average: 1,370
Average Account Size

$216,280

TX Average: $1,135,308

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
  • Educational seminars/workshops

David Miller Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2024 - Present (0 year)

Osaic Wealth, Inc

2014 - Present (10 years)

Securities America, Inc

2014 - Present (10 years)

Securities America Advisors, Inc

2009 - Present (15 years)

Sunset Financial Services Inc

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Disclosures

Please visit the SEC profile of David 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 Osaic Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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