Unclaimed Profile

Leslie Daniel Miller

NATIONS FINANCIAL GROUP, INC.·CEDAR RAPIDS, Iowa

SIE, Series 7, Series 24, Series 66, Series 99TOClean record14 years registeredNATIONS FINANCIAL GROUP, INC.

4000 RIVER RIDGE DRIVE NE, CEDAR RAPIDS, IA 52402-7534CRD# 5305302Firm CRD# 44181

Profile Verification

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

Identity

Leslie Daniel Miller · CEDAR RAPIDS, IA

Registration

CRD #5305302 · NATIONS FINANCIAL GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

NATIONS FINANCIAL GROUP, INC.

Apr 2020 – present

NATIONS FINANCIAL GROUP, INC.

Jan 2012 – Dec 2018

CEDAR RAPIDS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · January 5, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIONS FINANCIAL GROUP, INC.

CRD 44181 · SEC 801-57407

AUM

$3.4B

Regulatory assets under management

Employees

9,857 client accounts

Services offered by NATIONS FINANCIAL GROUP, INC.

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 NATIONS FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Leslie Daniel Miller offer?

Leslie Daniel Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Leslie Daniel Miller's credentials?

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

Where is Leslie Daniel Miller located?

Leslie Daniel Miller is based in CEDAR RAPIDS, Iowa, working with NATIONS FINANCIAL GROUP, INC.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does Leslie Daniel Miller charge for services?

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

How large is NATIONS FINANCIAL GROUP, INC.?

NATIONS FINANCIAL GROUP, INC. has approximately 83 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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