Albert Daniels (CRD# 4066805) is an Investment Advisor Representative working at Coho Advisory Services, LLC in Anchorage, AK and has over 24 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coho Advisory Services | Anchorage, AK | Jan 2023 - Current | 1 |
| Coho Financial Group, LLC | Anchorage, AK | Feb 2017 - Current | 7 |
| Ameritas Investment Company, LLC | Lincoln, NE | Mar 2020 - Jun 2023 | 3 |
| Woodbury Financial Services Inc. | Anchorage, AK | Jul 2019 - Apr 2020 | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Mar 2017 - Jun 2019 | 2 |
| On Investment Management Co | Cincinnati, OH | Mar 2017 - Jun 2019 | 2 |
| Country Companies | Anchorage, AK | Sep 1999 - Jan 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- AK
- NV
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$97,321
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, ID, NV, TX
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