Ashley DanielCRD Number: 6265550
Current Firm: United Advisors America
Ashley Daniel (CRD# 6265550) is an Investment Advisor Representative working at United Advisors America in Bradenton, FL and has over 4 years of experience in the finance industry.
St. Pete Financial Group
Sage Wealth Consulting, LLC
|United Advisors America Corporation||Prosper, TX||Feb 2015 - Current||6|
|Alliance America Corporation||University Park, FL||Mar 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management129MILLIONS
Total Number of Accounts1,166ACCOUNTS
Average Account Value$110,454
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CA, CO, FL, GA, IA, IL, KS, KY, MI, MN, MO, MS, NC, OH, OK, PA, TN, TX, VA, WI
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