Walter McDaniel (CRD# 1137760) is an Investment Advisor Representative working at Lpl Financial LLC in Norfolk, VA and has over 39 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.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Norfolk, VA | Dec 2019 - Current | 4 |
Mcdaniel Tax And Financial Consultants, Inc. | Norfolk, VA | Jan 2017 - Current | 7 |
Walter Mcdaniel | Norfolk, VA | Jul 2004 - Current | 19 |
Old Dominion University | Norfolk, VA | Jan 2001 - Current | 23 |
Hd Vest Financial Services | Norfolk, VA | Aug 2014 - Dec 2019 | 5 |
Hd Vest Advisory Services | Norfolk, VA | Aug 2014 - Dec 2019 | 5 |
Hd Vest Insurance Services | Norfolk, VA | Aug 2014 - Dec 2019 | 5 |
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 |
- VA
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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