Donald McDaniel, financial advisor Albuquerque NM

Donald McDaniel

CRD Number: 4063234
Current Firm: Allworth Financial, LP

Donald McDaniel (CRD# 4063234) is an Investment Advisor Representative working at Allworth Financial, LP in Albuquerque, NM and has over 23 years of experience in the finance industry. Donald McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Allworth Financial, LP Albuquerque, NM Jun 2022 - Current 1
Uasnm, Inc. D/b/a Uas Wealth Advisors Albuquerque, NM Apr 2012 - Jun 2022 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Donald A. McDaniel
Phone Number: 916-482-2196
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    19,314
    MILLIONS
  • Total Number of Accounts
    66,085
    ACCOUNTS
  • Average Account Value
    $292,255
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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