Daniel Patrick Miller
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCOct 2023 to now
- One Resource GroupOct 2023 to now
- Bella Vita NetworkJan 2019 to now
- D. P. Miller and Co LLCNov 2017 to now
- AflacDec 2021 to Oct 2023
- WealthwaveJan 2020 to Oct 2023
- Netlaw Inc.Apr 2019 to Sep 2023
- 1st Phorm, InternationalOct 2018 to Sep 2023
- The University of Toledo College of Business Alumni AffiliateMay 2015 to Jan 2021
- Transamerica Financial Advisors, IncAug 2014 to Oct 2023
- World Financial Group, Inc.Apr 2014 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6384066
- Firm CRD
- 6413