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As the founder and Managing Partner of Auctus Advisors LLC, Mr. Miller maintains overall responsibility for all client outcomes.Mr. Miller began his career as an analyst with an investment management firm in Washington DC where he researched and analyzed portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial, that he later helped take private in 2007. He spent 9 years as a partner at Powell Financial where he oversaw the firm’s planning and investment process. In 2015, he became Managing Director of MBL Advisors, where he led the family office wealth management practice. In 2018, based on the desire to be a fee-only investment firm, Mr. Miller founded Auctus Advisors and amicably spun out his wealth management practice, retaining key members of his team.Mr. Miller earned his B.A. degree from Pfeiffer University; attending on a 4 year soccer scholarship. He then earned his M.B.A in Finance from East Carolina’s College of Business. Mr. Miller also holds the Accredited Investment Fiduciary designation issued by the Center of Fiduciary Studies, as well as his Series 65 and Life, Health and Long Term Care licenseCredentials and Honors:Board of Trustees, Finance Committee-- Pfeiffer University (2018- Present)Board Of Governor’s, Chair of Finance Committee-- Charlotte City Club (2018-2020)Advisors with Heart-- Wealthmanagement.com (2014)Forty under 40-- Charlotte Business Journal (2015)Presidential Merit Award-- Pfeiffer University (2015)Forbes Top Next-Gen Wealth Advisors (2018)Forbes Next-Gen Best-in-State Wealth Advisors (2019)Forbes Top Next-Gen Wealth Advisors (2020)Forbes Top Next-Gen Wealth Advisors (2021)Forbes Best-in-State Wealth Advisors (2021)Forbes Best-in-State Wealth Advisors (2022)Forbes Best-in-State Wealth Advisors (2023)Forbes Best-in-State Wealth Advisors (2024)Natixis Advisor Council (2024)
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Managing PartnerAuctus AdvisorsCharlotte, Nc, Us -
Managing PartnerAuctus Advisors Jan 2018 - PresentCharlotte, North Carolina, UsAuctus Advisors runs a Family Office process for affluent clients. The firm has a highly sophisticated process in managing exceptional wealth. www.auctusadvisors.comViews expressed are my own. -
Managing Director, Wealth ManagementMbl Advisors Inc., A Mccoll Bros. Lockwood Company Jan 2016 - Dec 2017Charlotte, North Carolina, UsMBL, the initials for McColl Brothers Lockwood was established by Hugh L. McColl, Jr after he retired as Chairman and CEO of Bank of America as the family office for the McColl and Lockwood families. The firm has a long history that predates the MBL Advisors name. Originally incorporated in 1985, the firm began as a boutique regional insurance advisory firm, focused on providing sophisticated insurance solutions to its high net worth clients.https://mbl-advisors.com/about-us/ -
PartnerPowell Wealth Jan 2005 - Jan 2016Cornelius, Nc, UsWealth Management firm specializing in high net worth executives, entrepreneurs, and professional athletes. -
Wealth Management AdvisorNorthwestern Mutual Jan 2005 - Dec 2007Milwaukee, Wi, UsNorthwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. -
Investment AnalystLpl Financial Apr 2004 - Dec 2004San Diego, Ca, Us
David Miller, Aif® Skills
David Miller, Aif® Education Details
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East Carolina UniversityFinance -
Pfeiffer UniversityBa
Frequently Asked Questions about David Miller, Aif®
What company does David Miller, Aif® work for?
David Miller, Aif® works for Auctus Advisors
What is David Miller, Aif®'s role at the current company?
David Miller, Aif®'s current role is Managing Partner.
What is David Miller, Aif®'s email address?
David Miller, Aif®'s email address is da****@****ors.com
What is David Miller, Aif®'s direct phone number?
David Miller, Aif®'s direct phone number is +170443*****
What schools did David Miller, Aif® attend?
David Miller, Aif® attended East Carolina University, Pfeiffer University.
What are some of David Miller, Aif®'s interests?
David Miller, Aif® has interest in Children.
What skills is David Miller, Aif® known for?
David Miller, Aif® has skills like Strategic Financial Planning, Wealth Management, Investments, Investment Advisory, Finance, Portfolio Management, Investment Strategies, Insurance, Personal Financial Planning, Business Valuation, Business Strategy, Retirement Planning.
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