Daniel Garner (CRD# 6656652) is an Investment Advisor Representative working at Presper Financial Architects, LLC in Akron, OH and has over 7 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Presper Financial Architects, LLC | Akron, OH | Mar 2017 - Current | 7 |
| Passport To Retirement | Akron, OH | Feb 2017 - Current | 7 |
| Cetera Advisors LLC | Denver, CO | Jun 2016 - Aug 2018 | 2 |
| Millennial Group | Akron, OH | May 2016 - Mar 2017 | < 1 |
| Full-time Student | Columbus, OH | Aug 2015 - May 2016 | < 1 |
| Klein's Pharmacies | Cuyahoga Falls, OH | May 2015 - Aug 2015 | < 1 |
| Full-time Student | Columbus, OH | Aug 2014 - May 2015 | < 1 |
| College Works Painting Ohio | Columbus, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- OH
-
Total Assets Under Management289MILLIONS
-
Total Number of Accounts1,898ACCOUNTS
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Average Account Value$152,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, MI, NC, OH, SC, TX
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