Merrill
39yrs
Top advisor by experience in McKinney
4yrs
Daniel Miller
Financial advisor at State Farm Investment Management
Daniel Miller is a financial advisor in McKinney, Texas, with 4 years in the industry. Daniel joined State Farm Investment Management in 2023, a firm offering investment management. Daniel holds the ChFC designation.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeMcKinney, TX
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Daniel
McKinney, TXOffice · Get directions Firm main line(800) 447-0740Headquarters: State Farm Investment Management · Bloomington, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call State Farm Investment Management at (800) 447-0740 and ask for Daniel Miller. Daniel works from the McKinney, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
38yrs
Top 1% by experience in McKinney
Merrill
38yrs
Top 1% by experience in McKinney
LPL Financial
37yrs
Top 2% by experience in McKinney
Merrill
37yrs
Top 2% by experience in McKinney
Merrill
36yrs
Top 2% by experience in McKinney