Daniel FarrCRD Number: 6194755
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Farr (CRD# 6194755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Century City, CA and has over 3 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Bank Of America, N.a.||Century City, CA||Aug 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Century City, CA||Nov 2014 - Current||1|
|Dailyiso, LLC||Los Angeles, CA||Dec 2010 - Current||5|
|Morgan Stanley||Beverly Hills, CA||May 2013 - Nov 2014||1|
|International Creative Management (icm)||Century City, CA||Aug 2007 - Dec 2010||3|
|Self-employed||Los Angeles, CA||Jan 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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