David Miller (CRD# 2610660) is an Investment Advisor Representative working at Surepath Financial Services, LLC in Woodstock, GA and has over 29 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
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Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Surepath Financial Services, LLC | Woodstock, GA | Apr 2021 - Current | 3 |
| Sole Proprietor | Peachtree Corners, GA | Apr 2021 - Current | 3 |
| Peachtree Partners LLC | Peachtree Corners, GA | Oct 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Snellville, GA | Apr 2003 - Apr 2021 | 18 |
| Wells Fargo Clearing Services, LLC | Snellville, GA | May 2001 - Apr 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- GA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$178,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
GA
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