David Miller (CRD# 1219681) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Frisco, TX and has over 24 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cla Usa Advisory Group, LLC | Frisco, TX | Sep 2019 - Current | 4 |
| Miller Financial Services Inc. | Delaware, OH | Jan 2019 - Current | 5 |
| Nvest Wealth Strategies | Powell, OH | Feb 2018 - Dec 2018 | < 1 |
| United Federal Credit Union | Marion, OH | Dec 2016 - Feb 2018 | 1 |
| Cuna Brokerage/cuso Financial | Marion, OH | Dec 2016 - Feb 2018 | 1 |
| Cuso Financial Services LP | San Diego, CA | Dec 2016 - Aug 2017 | < 1 |
| Ameriprise Financial | Columbus, OH | Jun 2015 - Dec 2016 | 1 |
| Hornor,townsend,&kent | Columbus, OH | Feb 2002 - Jun 2015 | 13 |
| Manufacturers Life Insurance Company | Cleveland, OH | Jul 1983 - Jun 2015 | 31 |
| Midland Mutual Life Ins Company | Columbus, OH | Mar 1981 - Jun 2015 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
- OH
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Total Assets Under Management71MILLIONS
-
Total Number of Accounts376ACCOUNTS
-
Average Account Value$189,911
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IL, IN, LA, MI, MN, MO, NC, NM, OH, OK, OR, PA, TX, WI
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