David Miller
Investment adviser representative at Lanier Financial Group LLC
11 yearsExperience
1 stateRegistered in
$236.2MFirm assets
2 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
Experience
11 years in the industry.
- Lanier Financial Group LLCApr 2022 to now
- Pathwise Cpa GroupOct 2020 to now
- Dmm CapitalOct 2017 to Oct 2020
- Rhodes, Young, Black, and DuncanJul 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Lanier Financial Group LLC
$236.2MAssets managed
240Clients
6Advisers
2 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
- 7511089
- Firm CRD
- 152945