DM
ChFC
DM
ChFC

David Eugene Miller

38 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M
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Location

9300 Wade Blvd., Suite 100, Frisco, TX, 75035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the President of Miller Financial Services, Inc., dealing with life insurance and annuities since 1993. He spends a few hours per week on duties such as returning correspondence, filing death claims, and servicing existing clients.

Employment History
Current Registrations
Eagle Financial Advisors, LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Nvest Wealth Strategies, INC.
March 2018 - January 2019 · 10 mos
CUNA Brokerage Services, INC.
August 2017 - February 2018 · 6 mos
CUNA Brokerage Services, INC.Broker
August 2017 - February 2018 · 6 mos
Cuso Financial Services, L.P.Broker
December 2016 - August 2017 · 8 mos
Cuso Financial Services, L.P.
December 2016 - August 2017 · 8 mos
Ameriprise Financial Services, INC.
June 2015 - December 2016 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
June 2015 - December 2016 · 1 yr 6 mos
Hornor, Townsend & Kent, INC.
February 2004 - June 2015 · 11 yrs 4 mos
Hornor, Townsend & Kent, INC.Broker
February 2002 - June 2015 · 13 yrs 4 mos
Walnut Street Securities, INC.Broker
June 2000 - February 2002 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
October 1998 - June 2000 · 1 yr 8 mos
Fortis Investors, INC.Broker
January 1992 - October 1998 · 6 yrs 9 mos
Sun Investment Services CompanyBroker
March 1988 - January 1992 · 3 yrs 10 mos
Vestax Securities CorporationBroker
September 1986 - December 1987 · 1 yr 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.