Deana Miller
Deana Miller is a registered investment advisor at VALIC Financial Advisors, INC., based in Boca Raton, FL, with 18 years of industry experience. Deana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
1800 North Military Trail, Suite 340, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Financial
December 2025Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Deana is involved in fixed insurance and annuity sales, as well as client service advising, both through Arbor Financial Services, taking about half of her time each. She also markets for fixed insurance and investment advisory services through Retirement Income Source DBA, but dedicates minimal time to this.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Sound Income Strategies, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
PNC Investments
PNC InvestmentsBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.