Daniel Lagestee, financial advisor Camas WA

Daniel Lagestee

CRD Number: 6752274
Current Firm: Fisher Investments

Daniel Lagestee (CRD# 6752274) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 3 years of experience in the finance industry.

Similar Advisors
Brian Nelson, financial advisor Camas WA
Brian R. Nelson
CRD# 2543552
Wells Fargo Clearing Services, LLC
Similar Advisors
Jason Tafoya, financial advisor Camas WA
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Stephen Aaron, financial advisor Camas WA
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Fisher Investments Plano, TX Nov 2017 - Current 4
Northwestern Mutual Crown Point, IN Feb 2017 - Oct 2017 < 1
Walt's Food Centers South Holland, IL Oct 2007 - Feb 2017 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Daniel J. Lagestee
Phone Number: 800-851-8845
Registered State(s):
  • AL
  • AK
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.