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
Commonwealth Financial Network
Econologics Financial Advisors
Raymond James & Associates, Inc.
|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|
Total Assets Under Management4MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$94,290
- 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)
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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