David Charles Miller
Investment adviser representative at First Heartland Consultants, Inc.
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- First Heartland Consultants, Inc.May 2026 to now
- First Heartland CapitalMay 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Mar 2026
- Securities America Advisors, Inc.Jul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Investacorp Advisory ServicesJun 2017 to Jul 2020
- Investacorp, Inc.Jun 2017 to Jul 2020
- Calton & Associates, IncAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (FL).
First Heartland Consultants, Inc.
$2.1BAssets managed
6,461Clients
99Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2494409
- Firm CRD
- 110377