Miller Bentley

Financial Advisor

     

2626 Howell Street, Suite 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1402

Fax: 214.871.0011

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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

CERTIFICATIONS:

National Social Security Advisor certificate holder

EXPERIENCE

AREA OF FOCUS

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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