Daniel Prevett (CRD# 7235710) is an Investment Advisor Representative working at Prevett Financial in Berea, KY and has over 4 years of experience in the finance industry.
CRD# 4395662
Van Leeuwen Retirement & Investment Services
CRD# 1613318
Avantax Advisory Services
CRD# 1787448
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Lock Advisors, LLC | Berea, KY | Feb 2020 - Current | 4 |
| Midway University | Midway, KY | Aug 2023 - Dec 2023 | < 1 |
| Unemployed | Berea, KY | Sep 2019 - Feb 2020 | < 1 |
| Brewton-parker College | Mount Vernon, GA | Jun 2015 - Sep 2019 | 4 |
| Tennessee Temple University | Chattanooga, TN | Aug 2014 - May 2015 | < 1 |
| Asbury University | Wilmore, KY | Sep 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- AL
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$64,459
- 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
AL, KY
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