Danny Robert Miller

18 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Virtue Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

88 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Location

7401 Wiles Road, Suite 251, Coral Springs, FL, 33067

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History

Regulatory History (1)

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Customer Dispute

July 2013

Withdrawn

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Other Business ActivitiesSells Insurance

Danny is the President of Care Resource Planning, where he is licensed to sell life, health, annuities, long-term care, and Medicaid financial planning insurance. This takes about half of Danny's time, including 36 hours during trading hours.

Employment History

Current Registrations

Virtue Capital Management, LLC

May 2016 - Present · 9 yrs 9 mos

Capital Financial Services, INC.

April 2008 - August 2009 · 1 yr 4 mos

G. A. Repple & Company

July 2002 - December 2003 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.