Daniel Ferris (CRD# 6984084) is an Investment Advisor Representative working at First Command Advisory Services in Burlington, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2019 - Current | 5 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2019 - Current | 5 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2019 - Current | 5 |
| First Command | Fort Wroth, TX | Jul 2018 - Jan 2019 | < 1 |
| Evolv Technology | Waltham, MA | Jan 2018 - Aug 2018 | < 1 |
| United States Army | Fort Bragg, NC | May 1998 - Feb 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- MA
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Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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