Daniel Browne, financial advisor Edwardsville IL
93 score

Daniel Browne

CRD Number: 2988487
Current Firm: Visionary Wealth Advisors, LLC

Daniel Browne (CRD# 2988487) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Visionary Wealth Advisors, LLC Edwardsville, IL Aug 2014 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Current 3
Meridian Financial Group Glen Carbon, IL Aug 2011 - Aug 2014 3
Lpl Financial Glen Carbon, IL May 2010 - Feb 2013 2
Nfp St. Louis, MO Jan 1999 - May 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Daniel L. Browne
Phone Number: 314-764-2727
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    1,731
    ACCOUNTS
  • Average Account Value
    $200,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA

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

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