Daniel BachmannCRD Number: 4248264
Current Firm: Rbc Capital Markets, LLC
Daniel Bachmann (CRD# 4248264) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Baltimore, MD and has over 22 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|City National Bank||Baltimore, MD||Mar 2020 - Current||2|
|Rbc Capital Markets, LLC||Baltimore, MD||Feb 2020 - Current||2|
|Bank Of America, N.a.||Baltimore, MD||May 2011 - Feb 2020||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Baltimore, MD||Jun 2000 - Feb 2020||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2000|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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