Daniel Elias (CRD# 7528150) is an Investment Advisor Representative working at Keller Financial Group in Camp Hill, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keller Financial Group, Inc. | Camp Hill, PA | Dec 2023 - Current | < 1 |
| Lpl Financial | St. Louis, MO | Mar 2022 - Current | 2 |
| Vista Wealth Management LLC | Camp Hill, PA | Mar 2022 - Dec 2023 | 1 |
| Enterprise Holdings, Inc. Dba Camrac LLC | Windsor Locks, CT | Apr 2019 - Jun 2022 | 3 |
| Camrac, LLC | Windsor Locks, CT | Jul 2017 - Mar 2022 | 4 |
| Enterprise Holdings, Inc. | Harrisburg, PA | Jun 2017 - Apr 2019 | 1 |
| Student | Carlisle, PA | Sep 2013 - Jun 2017 | 3 |
| Saint Joseph's University | Philadelphia, PA | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- MO
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$1,873,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, MO, PA
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