Daniel MillerCRD Number: 5996470
Current Firm: Edward Jones
Daniel Miller (CRD# 5996470) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Des Peres, MO||Apr 2012 - Current||5|
|Professional Employment Group/edward Jones||Des Peres, MO||Nov 2011 - Apr 2012||< 1|
|Unemployed||Dardenne Prairie, MO||May 2011 - Nov 2011||< 1|
|Attended University Of Missouri, St. Louis||St. Louis, MO||Jun 2009 - May 2011||1|
|Pitney Bowes Government Solutions||Maryland Heights, MO||May 1999 - Jun 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Criminal Record
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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