Daniel LagesteeCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- 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
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
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