David Miller, financial advisor Athens GA

David Miller

CRD Number: 7511089
Current Firm: Lanier Financial Group LLC

David Miller (CRD# 7511089) is an Investment Advisor Representative working at Lanier Financial Group LLC in Athens, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pathwise Cpa Group Watkinsville, GA Oct 2020 - Current 3
Dmm Capital Athens, GA Oct 2017 - Oct 2020 3
Rhodes, Young, Black, And Duncan Duluth, GA Jul 2015 - Oct 2017 2
Forestall Cpas Buford, GA Jan 2014 - Jul 2015 1
Ernst & Young LLP Atlanta, GA Oct 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for David Miller
Phone Number: 404-882-2628
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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