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Joshua Daniels, financial advisor New Philadelphia OH

Joshua Daniels

CRD Number: 5298288
Current Firm: Primerica Advisors

Joshua Daniels (CRD# 5298288) is an Investment Advisor Representative working at Primerica Advisors in New Philadelphia, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Quick Lane Massillon, OH Jun 2022 - Current 1
Primerica Duluth, GA May 2019 - Current 4
Unemployed Canton, OH Jul 2013 - Current 10
Pfs Investments Inc. New Philadelphia, OH Feb 2007 - Current 17
Primerica Financial Services New Philadelphia, OH Mar 2006 - Current 18

Joshua Daniels has no recent exams reported.
Contact Info for Joshua J. Daniels
1776 Tech Park Dr, Suite 109, New Philadelphia, OH 44663
Phone Number: 833-786-0550
Firm Website: https://twitter.com/primerica
Registered State(s):
  • OH
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Current Firm Details
Primerica Advisors
Firm's CRD Number: 10111
1 Primerica Parkway, Duluth, GA 30099
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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