Investacorp, a national independent broker-dealer and RIA, representing more than 500 independent financial advisors throughout the US, has added Financial Advisor David Charles Miller.
Miller has been a financial advisor for more than 23 years. He specialises in providing wealth management services, including retirement and estate planning as well as investment management, to individuals, families, corporate and institutional clients nationwide.
“I’m excited to affiliate with Investacorp,” says Miller. “By aligning my practice with Investacorp, I’m now better able to offer my clients a wider range of investment options and advisory services, more user-friendly financial research and reporting, all within a digitally-secure environment that informed investors are demanding. The independence Investacorp provides through their corporate RIA enables me to offer products, services and financial advice that are truly in the best interests of my clients.”
Miller also helps businesses and institutions with employer-sponsored 401(k) and 403(b) programs, including selection, management and employee education, with an emphasis on the airline, hospitality and health care industries.
“We’re thrilled that David has decided to affiliate with Investacorp,” says Patrick Farrell, President of Investacorp. “He’s known for providing a high degree of critical thinking and top notch planning advice regarding his clients’ wealth. He also understands how essential good communication is in helping investors reach their financial goals. These characteristics made David a natural fit for our firm and we’re honoured that he’s chosen to align with Investacorp.”
