David MillerCRD Number: 6292137
Current Firm: Waddell & Reed
David Miller (CRD# 6292137) is an Investment Advisor Representative working at Waddell & Reed in Torrance, CA and has over 2 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Dennis Ortiz-luis||Torrance, CA||Feb 2016 - Current||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Harbor City, CA||Jan 2014 - Current||2|
|Waddell & Reed, Inc.||Torrance, CA||Jan 2014 - Current||2|
|Primerica Financial Services||Los Angeles, CA||Feb 2013 - Jan 2014||< 1|
|United Way Of Greater Los Angeles||Los Angeles, CA||Aug 2013 - Nov 2013||< 1|
|Act One Personnel Services||Los Angeles, CA||Nov 2011 - Mar 2013||1|
|Usc - Facilities Mgmt Services||Los Angeles, CA||Aug 2012 - Feb 2013||< 1|
|Univ. Of District Of Columbia||Washington, DC||Mar 2012 - Aug 2012||< 1|
|Unemployed||Los Angeles, CA||Jul 2011 - Nov 2011||< 1|
|National Urban Fellows||New York, NY||Jul 2010 - Jul 2011||1|
|Apple One||Culver City, CA||Dec 2009 - Jul 2010||< 1|
|Great California Shakeout||Los Angeles, CA||Jun 2009 - Dec 2009||< 1|
|Emergency Network Los Angeles||Los Angeles, CA||May 2008 - Jun 2009||1|
|Apple One||Culver City, CA||Sep 2007 - May 2008||< 1|
|Cuny Baruch College||New York, NY||May 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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