David Bilbe Miller

Current Employers

Employment History

• 01/2016 → 12/2017
  Mbl Advisors Inc.
  Charlotte, NC
• 01/2016 → 01/2018
  M Holdings Securities
  Portland, OR
• 10/2017 → Present
  Auctus Advisors Llc
  Charlotte, NC

Previous Registrations

• 2016-01-07 → 2018-01-02
  M Holdings Securities, Inc.
  Charlotte, NC
• 2007-10-15 → 2016-01-25
  Powell Wealth
  Cornelius, NC

Other Businesses

NATIXIS; ADVISORY BOARD MEMBER; INVESTMENT-RELATED; ADVISES ON INVESTMENT ADVISOR INDUSTRY TRENDS AND CLIENT SERVICE AND PRODUCT NEEDS; 2 HOURS PER MONTH; 2 HOURS DURING TRADING; NO COMPENSATION; 2025 Pfeiffer University - Board of Trustees, Investment Committee Chair; 48380 US HWY 52 Misenheimer, NC 28109; Investment Related; 4 hours per month, 2 hours during trading; Oversee and assist university with financial and operation decisions; chair committee responsible for university spending, endowment distributions, and investment decision-making. No compensation. IC chair 7/1/2025; BOT 07/01/2018 David Bilbe Miller is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Auctus Advisors always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Auctus Advisors in connection with such individual's activities outside of Auctus Advisors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-27
• S63 Uniform Securities Agent State Law Examination
  2005-12-21

Other Names

• David B. Miller