Daniel Shub (CRD# 4148417) is an Investment Advisor Representative working at Octo Capital, LLC in Bingham Farms, MI and has over 23 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Octo Capital, LLC | Bingham Farms, MI | Feb 2015 - Current | 9 |
| Shub & Company LLC | Bingham Farms, MI | Sep 2013 - Current | 10 |
| Octo Capital, LLC | Bingham Farms, MI | May 2013 - Current | 11 |
| Gold Star Insurance Group LLC | Bingham Farms, MI | Jun 2012 - Current | 11 |
| Global Financial Private Capital LLC | Sarasota, FL | Feb 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- MI
- TX
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts411ACCOUNTS
-
Average Account Value$264,577
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX
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