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, Director
Miller Bentley, Director6 min read
Getting Ahead of Estate Planning
As the deadly coronavirus swept the world, many took precautionary steps to keep ...
Start Reading
Miller Bentley, Director1 min read
FDIC Sweep Program & Brokered CDs
Cash is king, so keep it safe The past few months have brought to light some ...
Start Reading
Miller Bentley, Director4 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, ...
Start Reading
Miller Bentley, Director3 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 ...
Start Reading