Daniel Miller is a ChFC-designated registered investment advisor, based in McKinney, TX, with 3 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
McKinney, TX
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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
Daniel owns Dan Miller Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also owns rental real estate property, requiring minimal time.
Employment History
Current Registrations
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations1 state
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.
Exams
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