Daniel Etheridge, financial advisor Bronson FL
89 score

Daniel Etheridge

CRD Number: 6189560
Current Firm: Invest Financial Corporation

Daniel Etheridge (CRD# 6189560) is an Investment Advisor Representative working at Invest Financial Corporation in Bronson, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Chiefland, FL Jun 2015 - Current 1
Lincoln Investment Planning Wyncote, PA Apr 2013 - May 2015 2
Nature Coast Financial Williston, FL Apr 2013 - May 2015 2
Drummand Community Bank Williston, FL Oct 2008 - Apr 2013 4
Student Williston, FL Aug 1995 - Oct 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Daniel D. Etheridge
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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