Miller Bentley
Miller joined LGT Financial Advisors from Fidelity Investments, and brings with him vast industry experience and knowledge in client management and financial planning. On a daily basis Miller consults with business owners to design and implement qualified retirement plans for companies, as well as advises individual employees on the various suitable investment options. That expertise carries over to individual investors where he is the investment management specialist, and regularly guides high net worth clients through comprehensive financial planning. Furthermore, Miller facilitates thorough education and advising on Social Security. Miller is a 2015 graduate of the University of Arkansas, holds a Series 7 License (General Securities), Series 63 License (Uniform Securities Agent, state), and Series 65 License (Uniform Investment Advisor) from the Financial Industry Regulation Authority (FINRA). In addition, he is a National Social Security Advisor certificate holder, and a Texas Insurance agent.
- LICENSED IN
- EDUCATION
- AREAS OF FOCUS
- AFFILIATIONS
- PUBLICATIONS
- PRESENTATIONS
- NASD/FINRA Series 7
- NASD/FINRA Series 63
- NASD/FINRA Series 65
- Texas Insurance Agent
University of Arkansas
Bachelor of Science, Agriculture, Food, & Life Sciences
- Qualified Employee Retirement Planning
- Social Security Advising
- Investment Management
- Personal Financial Planning
- Life & Health Insurance
- Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
- Dallas Regional Chamber – Member
- 2021 Still Seeing Upwards Momentum
- Predictions of Hope
- It's time for a financial review
- Finding the Right Benchmark
- Wealth Savings for the Long Term: Mortgage Refinance
- COVID-19 and the Market Changes
- The SECURE Act and Its Application to Your Financial Well-Being
- Boost your future with a sound financial plan
- What You Need to Know About the Market in 2022
