Richard McDaniel, financial advisor Concord CA
93 score

Richard McDaniel

CRD Number: 1111710
Current Firm: Mutual Of Omaha Investor Services, Inc.

Richard McDaniel (CRD# 1111710) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Concord, CA May 1982 - Current 34
Mutual/united Of Omaha Redding, CA May 1982 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Richard E. McDaniel
Phone Number: 402-351-5770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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