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Miller Bentley, Sr. Financial Advisor

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.

Blog Post by Miller Bentley, Sr. Financial Advisor

Miller Bentley, Sr. Financial Advisor3 min read

Wealth Savings for the Long Term: Mortgage Refinance

The broad market has been under extreme pressure over the past year, which has led to the ...

Miller Bentley, Sr. Financial Advisor6 min read

Getting Ahead of Estate Planning

As the deadly coronavirus swept the world, many took precautionary steps to keep ...

Miller Bentley, Sr. Financial Advisor1 min read

FDIC Sweep Program & Brokered CDs

Cash is king, so keep it safe The past few months have brought to light some ...

Miller Bentley, Sr. Financial Advisor4 min read

The SECURE Act and Its Application to Your Financial Well-Being

With the new year comes new endeavors, goals, and even laws. Effective December 31, 2019, ...

Miller Bentley, Sr. Financial Advisor3 min read

Boost your future with a sound financial plan

It is tough to watch the Dallas Cowboys lose another game and not question what is going ...