Daniel Thornton (CRD# 7238149) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 3 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Good Life Advisors, LLC | Reading, PA | Sep 2021 - Current | 2 |
Lpl Financial LLC | Orlando, FL | May 2020 - Current | 4 |
Good Life Financial Advisors Of Orlando | Orlando, FL | Jun 2019 - Mar 2020 | < 1 |
First Baptist Church Of Longwood | Longwood, FL | Jul 2016 - May 2019 | 2 |
Downtown Baptist Church | Orlando, FL | Jun 2015 - Jun 2016 | 1 |
New Orleans Baptist Theological Seminary | New Orleans, LA | Jan 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- FL
-
Total Assets Under Management2,896MILLIONS
-
Total Number of Accounts16,544ACCOUNTS
-
Average Account Value$175,049
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.