David Miller is a registered investment advisor at RBC Capital Markets, LLC, based in Huntington, WV, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
704 4th Avenue, Huntington, WV, 25701-1424
Get directionsDavid owns DMC Properties, LLC, rental properties, since 2010 in a passive role. He also owns Cuban Investments, rental property, since 2018 and provides general oversight, dedicating minimal time.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.