David A. Miller in

David A. Miller

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Financial Advisor at LPL Financial
📍 Los Angeles Metropolitan Area, United States

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.

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Experience
12 Years
Current Role
Financial Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares 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.
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Career

Work history

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

Media appearances

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Education
2006 - 2007
MPA
Baruch College
1987 - 1992
BA
University of California, Berkeley
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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