Danielle Woods (CRD# 4573090) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriment Advisors, LLC | Chicago, IL | Oct 2018 - Current | 5 |
| Dw Agosto Tax Planning LLC | Maryville, TN | Jan 2016 - Current | 8 |
| Dw Lenski Law Group | Maryville, TN | May 2018 - Nov 2021 | 3 |
| Mitchell, Vaught And Taylor Inc. | Chicago, IL | May 2011 - Dec 2018 | 7 |
| Kelly Baker Properties | Knoxville, TN | Oct 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- IL
- LA
- NY
- TN
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$125,773
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, LA, NY, TN
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