Daniel Oconnell (CRD# 4325317) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Insurance LLC | Addison, TX | Aug 2016 - Current | 7 |
| Principal Securities | Addison, TX | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Addison, TX | Jan 2016 - Current | 8 |
| Benefit Resource Group | Addison, TX | Feb 2016 - Jul 2016 | < 1 |
| Princor Financial Services Corp | Addison, TX | Jan 2016 - Mar 2016 | < 1 |
| Metlife Securities Inc. | Dallas, TX | Jan 2015 - Dec 2015 | < 1 |
| New England Securities | Dallas, TX | Nov 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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