Donald Miller is a CFP-designated registered investment advisor, based in Tampa, FL, with 28 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is an agent for Peak Performance Brokerage Services, selling long-term care insurance since September 2022. He also owns Miller Wealth Partners, LLC, dedicating nearly full-time hours to providing investment advice, and is a board member for Villas of Holmes Beach, spending minimal time on property oversight.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.