Daniel Southworth (CRD# 5939234) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Management LLC | Chicago, IL | May 2020 - Current | 4 |
| Arete Wealth Advisor LLC | Chicago, IL | May 2020 - Current | 4 |
| Mckinley Wealth | Ponte Vedra, FL | Feb 2020 - Current | 4 |
| Apex Pinnacle Investments And Planning | Ponte Vedra Beach, FL | Feb 2020 - Current | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - May 2020 | < 1 |
| Summit Financial Group | Ponte Vedra, FL | Jun 2015 - May 2020 | 4 |
| Summit Brokerage Services | Ponte Vedra, FL | Jun 2015 - Sep 2019 | 4 |
| Atlantic Beach Assembly Of God | Jacksonville, FL | Feb 2014 - Jun 2015 | 1 |
| Florida State College At Jacksonville | Jacksonville, FL | Aug 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,672MILLIONS
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
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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, WY
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