David A. Miller is a Financial Advisor at LPL Financial specializing in asset allocation, portfolio design, and investment management for high-net-worth clients. He holds Series 7 and 66 licenses and earned an MPA from Baruch College and a BA from the University of California, Berkeley.
Outside of his professional life, David loves sports, music, history, and traveling with his family. He has a passion for technical market analysis, including sector rotation and momentum-based trading, and has pursued additional Chartered Market Technician (CMT) qualifications to deepen his expertise.
He has worked across a wide range of financial institutions, including Morgan Stanley and Waddell & Reed, giving him broad industry experience.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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