David A. Miller

Questioner
DISC Type : c

Financial Advisor at LPL Financial

Los Angeles Metropolitan Area, United States

Overview

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.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Management
Specializes in providing asset allocation, portfolio design, and investment management services for high net worth individuals and institutions.
Market Volatility
He shares content about managing market uncertainty, emphasizing that patient, long-term perspectives have historically been rewarded.
Retirement Planning
Focuses on the unique financial challenges different generations face, such as Gen Xers still recovering from the Great Recession, in planning for retirement.

Media Appearances

David has no verified media appearances

Work History

7-2021
Financial Advisor at LPL Financial
9-2020
Financial Advisor at Waddell & Reed
9-2018 - 9-2020
Financial Advisor Associate at Morgan Stanley
1-2014 - 9-2018
Advisor Associate at Waddell & Reed
2-2013 - 1-2014
Financial Services Agent (non-active) at Primerica (as license holder only)

Education

2006 - 2007
MPA from Baruch College
1987 - 1992
BA from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 12 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at LPL Financial
URL has been copied!

Insights For Selling To David A.

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David A. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from David A.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David A. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can David A. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David A.

Personality Compatibility


Other LPL Financial Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.