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LICENSED IN:
Texas
NASD/FINRA Series 7
NASD/FINRA Series 63
NASD/FINRA Series 65
Texas Insurance Agent
EDUCATION:
University of Arkansas
Bachelor of Science, Agriculture, Food, & Life Sciences
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Miller joined LGT Financial Advisors from Fidelity Investments, and brings with him vast industry experience and knowledge in client management and financial planning. On a daily basis Miller consults with business owners to design and implement qualified retirement plans for companies, as well as advises individual employees on the various suitable investment options. That expertise carries over to individual investors where he is the investment management specialist, and regularly guides high net worth clients through comprehensive financial planning. Furthermore, Miller facilitates thorough education and advising on Social Security. Miller is a 2015 graduate of the University of Arkansas, holds a Series 7 License (General Securities), Series 63 License (Uniform Securities Agent, state), and Series 65 License (Uniform Investment Advisor) from the Financial Industry Regulation Authority (FINRA). In addition, he is a National Social Security Advisor certificate holder, and a Texas Insurance agent.
Qualified Employee Retirement Planning
Social Security Advising
Investment Management
Personal Financial Planning
Life & Health Insurance
Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
Dallas Regional Chamber – Member
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EXPERIENCE
Miller joined LGT Financial Advisors from Fidelity Investments, and brings with him vast industry experience and knowledge in client management and financial planning. On a daily basis Miller consults with business owners to design and implement qualified retirement plans for companies, as well as advises individual employees on the various suitable investment options. That expertise carries over to individual investors where he is the investment management specialist, and regularly guides high net worth clients through comprehensive financial planning. Furthermore, Miller facilitates thorough education and advising on Social Security. Miller is a 2015 graduate of the University of Arkansas, holds a Series 7 License (General Securities), Series 63 License (Uniform Securities Agent, state), and Series 65 License (Uniform Investment Advisor) from the Financial Industry Regulation Authority (FINRA). In addition, he is a National Social Security Advisor certificate holder, and a Texas Insurance agent.
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AREA OF FOCUS
Qualified Employee Retirement Planning
Social Security Advising
Investment Management
Personal Financial Planning
Life & Health Insurance
-
AFFILIATIONS
Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
Dallas Regional Chamber – Member
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PUBLICATIONS
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PRESENTATIONS