Daniel Linehan (CRD# 1172344) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hernando, FL and has over 36 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 5007131
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Hernando, FL | Jan 2023 - Current | 1 |
Park Avenue Securities | Hernando, FL | Jan 2023 - Current | 1 |
Guardian Life Insurance Company | King Of Prussia, PA | Aug 2022 - Jan 2023 | < 1 |
Park Avenue Securities | King Of Prussia, PA | Aug 2022 - Jan 2023 | < 1 |
Guardian Life Insurance Company | Collegeville, PA | Feb 2002 - Aug 2022 | 20 |
Park Avenue Securities | Collegeville, PA | Feb 2002 - Aug 2022 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1987 |
- FL
- PA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- 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, MA, 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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