Danny TanCRD Number: 5884906
Current Firm: Wells Fargo Advisors, LLC
Danny Tan (CRD# 5884906) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Corte Madera, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Wells Fargo Advisors LLC||San Bruno, CA||Oct 2013 - Current||3|
|Wells Fargo Bank Na||San Bruno, CA||Jun 2011 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||San Bruno, CA||Jul 2013 - Oct 2013||< 1|
|Wells Fargo Advisors, LLC||Pacifica, CA||Oct 2012 - May 2013||< 1|
|Wells Fargo Bank, N.a.||Pacifica, CA||Apr 2010 - May 2011||1|
|Wachovia||San Francisco, CA||Sep 2009 - Apr 2010||< 1|
|Tans Construction||San Francisco, CA||Jul 2007 - Sep 2009||2|
|Unemployed||San Bruno, CA||May 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.