David John Miles
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Iq Credit UnionMay 2023 to now
- Cuso Financial Services, LPJul 2024 to May 2025
- The Noodle BarJan 2022 to May 2023
- New SeasonsMay 2021 to Jan 2022
- SafewayApr 2020 to May 2021
- Extended TravelAug 2019 to Mar 2020
- Chuck's ProduceAug 2018 to Aug 2019
- Extended TravelJan 2018 to Aug 2018
- Chuck's ProduceSep 2017 to Jan 2018
- Black Lake Bible CampJun 2017 to Aug 2017
- Arby'sSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7951771
- Firm CRD
- 6413