Daniel Evans (CRD# 7584869) is an Investment Advisor Representative working at Ridgeline Wealth Planning LLC in Centerville, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgeline Wealth Planning LLC | Dayton, AK | Jun 2022 - Current | 1 |
| Ridgeline Wealth Planning | Centerville, OH | May 2022 - Jun 2022 | < 1 |
| Cedarville University | Cedarville, OH | Aug 2021 - May 2022 | < 1 |
| Bernard's Garden Center | Champion, OH | May 2020 - Aug 2021 | 1 |
| B&k Farm Market | Cortland, AZ | May 2018 - May 2020 | 2 |
| School | Cortland, OH | May 2012 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- OH
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts1,170ACCOUNTS
-
Average Account Value$125,961
- 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
CA, FL, MI, NC, OH, TX
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