Daniel Smith, financial advisor Chesapeake VA
90 score

Daniel Smith

CRD Number: 5981326
Current Firm: Royal Wealth Management

Daniel Smith (CRD# 5981326) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ace Capital Chesapeake, VA Feb 2015 - Current 1
Navigon Financial Group, Inc. Virginia Beach, VA Dec 2013 - Jan 2015 1
Penn Mutual Life Insurance Company Horsham, PA May 2013 - Jan 2015 1
Hornor, Townsend & Kent, Inc. Horsham, PA May 2013 - Jan 2015 1
Mccormick & Schmick's Virginia Beach, VA Dec 2007 - May 2013 5
Various Insurance Carriers For W&r Insurance Agencies Virginia Beach, VA Nov 2011 - Nov 2012 1
Waddell & Reed, Inc. Virginia Beach, VA Sep 2011 - Nov 2012 1
Outback Steakhouse Norfolk, VA Aug 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Daniel M. Smith
Phone Number: 800-790-6882
Registered State(s):
  • VA
Current Firm Details
Royal Wealth Management
Firm's CRD Number: 147636
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $84,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

ID, OH, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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