Michael McDaniel (CRD# 4041818) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 24 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The 401k Source, Inc. | Boise, ID | Nov 2015 - Current | 8 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Sep 2015 - Oct 2015 | < 1 |
| Intermountain Wealth Management | Boise, ID | Mar 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
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Total Assets Under Management91MILLIONS
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Total Number of Accounts367ACCOUNTS
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Average Account Value$248,833
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
ID
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