Daniel Trumbower
CRD Number: 4487190Current Firm: Halpern Financial, Inc.
Compensation Model: Fee Only
Daniel Trumbower (CRD# 4487190) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has over 17 years of experience in the finance industry. Daniel Trumbower 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halpern Financial, Inc. | Rockville, MD | Oct 2019 - Current | 4 |
| Trumbower Financial Advisors, LLC | Bethesda, MD | Feb 2003 - Sep 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- MD
- TX
- VA
-
Total Assets Under Management1,098MILLIONS
-
Total Number of Accounts1,332ACCOUNTS
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Average Account Value$824,689
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, DC, FL, LA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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