Daniel Chappie (CRD# 1487573) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has 1 year of experience in the finance industry. Daniel Chappie 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peninsula Asset Management | Bradenton, FL | Mar 2004 - Current | 20 |
- FL
- TX
-
Total Assets Under Management256MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$1,340,961
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, GA, LA, MO, NC, TX
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