Daniel Wendol, financial advisor Clearwater FL

Daniel Wendol

Dolphin Financial Group

CRD Number: 4893262
Current Firm: Dolphin Financial Group
Compensation Model: Both

 

Daniel Wendol (CRD# 4893262) is an Investment Advisor Representative working at Dolphin Financial Group in Clearwater, FL and has over 8 years of experience in the finance industry.

 

As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.

 

Host of Financially Tuned weekly radio show on the TanTalk Network in Clearwater Fl: http://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php

CONTACT
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Company Name Location Dates Years
Dolphin Wealth Management, Inc Clearwater, FL Jan 2014 - Current 7
Dolphin Insurance, Inc. Clearwater, FL Apr 2012 - Current 8
Total Retirement Security Planning & Mentoring Group, LLC Spring Hill, FL Oct 2009 - Jan 2012 2
Chimera Capital New Tork, NY Mar 2007 - Mar 2010 3
Trillium Trading, LLC New York, NY Jan 2005 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Daniel J. Wendol
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $94,290
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Firm Disclaimer:

Please note that Dolphin Financial Group nor any of it agents give legal advice or detailed tax advice. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Florida and New York or where otherwise legally permitted.

 

Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group.

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