Daniel Scott Miller
Investment adviser representative at USA Financial Securities LLC
14 yearsExperience
18 statesRegistered in
CFP® certificationDesignation
$296.5MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Milestone Financial GroupJan 2023 to now
- USA Financial Securities LLCMay 2016 to now
- Pnmi Properties, LLCNov 2012 to now
- Miller Financial Group IncJun 2015 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 18 states (AR, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, OR, SC, SD, TX, WI).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 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
- 4797752
- Firm CRD
- 103857