Daniel Miller (CRD# 7410368) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has 1 year of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fresno, CA | Jun 2022 - Current | 1 |
| Cetera Advisors | Merced, CA | Aug 2021 - May 2022 | < 1 |
| Bimbo Bakeries Usa | Modesto, CA | Sep 2020 - Jul 2021 | < 1 |
| Unemployed | Merced, CA | Jun 2020 - Sep 2020 | < 1 |
| University Of California Santa Barbara | Goleta, CA | Sep 2016 - Jun 2020 | 3 |
| High Sierra Bar And Grill | Goleta, CA | Aug 2016 - Mar 2020 | 3 |
| Janitek Cleaning Solutions | Merced, CA | Jun 2016 - Aug 2019 | 3 |
| Merced High School | Merced, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
-
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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