Daniel DubayCRD Number: 1876135
Current Firm: Signaturefd, LLC
Daniel Dubay (CRD# 1876135) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 34 years of experience in the finance industry. Daniel Dubay 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Signaturefd, LLC||Atlanta, GA||Sep 2013 - Current||9|
|First South Group, Inc.||Roswell, GA||Jan 1995 - Dec 2015||20|
|Ppa Investments, Inc.||Roswell, GA||Apr 1992 - Aug 2013||21|
|Ppa Advisory Services, Inc.||Roswell, GA||Apr 1992 - Aug 2013||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management6,144MILLIONS
Total Number of Accounts7,954ACCOUNTS
Average Account Value$772,436
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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