Unclaimed Profile

Daniel William Miller

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC·THOMASVILLE, Georgia

SIE, Series 7, Series 24, Series 63, Series 65Clean record12 years registeredALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

135 SOUTH MADISON STREET, THOMASVILLE, GA 31792CRD# 5790837Firm CRD# 113106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel William Miller · THOMASVILLE, GA

Registration

CRD #5790837 · ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

CONCURRENT INVESTMENT ADVISORS, LLC

Apr 2024 – Nov 2024

TAMPA, FL

AMB WEALTH, LLC

Jul 2022 – Nov 2023

THOMASVILLE, GA

INDEPENDENT FINANCIAL PARTNERS

Aug 2021 – Apr 2022

TAMPA, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2020 – Sep 2021

SAINT PETERSBURG, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2019 – Sep 2021

ST. PETERSBURG, FL

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Aug 2017 – Apr 2018

Tampa, FL

TD AMERITRADE, INC.

Aug 2017 – Apr 2018

TAMPA, FL

USAA FINANCIAL PLANNING SERVICES

Jun 2014 – Jul 2017

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 11, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

CRD 113106 · SEC 801-60350

AUM

$848M

Regulatory assets under management

Employees

1,488 client accounts

Services offered by ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in THOMASVILLE?

Browse all registered financial advisors in THOMASVILLE, Georgia or claim this profile if it's yours.

Browse THOMASVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel William Miller offer?

Daniel William Miller specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Daniel William Miller's credentials?

Daniel William Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel William Miller located?

Daniel William Miller is based in THOMASVILLE, Georgia, last registered with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC.

How does Daniel William Miller charge for services?

Daniel William Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC?

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC has approximately 22 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →