David Miller
Retirement, Benefits, and 401k Advisory
- Role
- President & CEO at First Harbor
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Miller
I have provided individuals and businesses with insurance, investment and retirement direction since 1988. One of my passions includes helping businesses design employee benefits and 401(k) plans that attract and retain key employees. I have been a speaker at public seminars on a variety of insurance and investment topics. I have also served on an insurance advisory group of a major carrier to help design better insurance products for the public. Specialties: Chartered Life Underwriter,(CLU) Chartered Financial Consultant,(ChFC) Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. First Harbor is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 84••••••72.
Experience
President & CEO
Jul 1999 — Present · Houston, TX, US
Education
Baylor University
Bachelor's of Arts
1976 — 1980
Baylor University
Bachelor of Arts in Business
1976 — 1980
Skills
- 401k
- Retirement Planning
- Public Speaking
- Life Insurance
- Health Savings Accounts
- Disability Insurance
- Financial Advisory
- Long-Term Care
- Insurance
- Investments
- Employee Benefits
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