Walter McDanielCRD Number: 1137760
Current Firm: H.d. Vest Advisory Services, Inc.
Walter McDaniel (CRD# 1137760) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Chesapeake, VA and has over 33 years of experience in the finance industry. Walter McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Hd Vest Financial Services||Norfolk, VA||Aug 2014 - Current||3|
|Hd Vest Advisory Services||Norfolk, VA||Aug 2014 - Current||3|
|Hd Vest Insurance Services||Norfolk, VA||Aug 2014 - Current||3|
|Walter Mcdaniel||Norfolk, VA||Jul 2004 - Current||13|
|Old Dominion University||Norfolk, VA||Jan 2001 - Current||16|
|Next Financial||Norfolk, VA||Jul 2004 - Aug 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1997|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV