Daniel Browne (CRD# 2988487) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 25 years of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visionary Wealth Advisors, LLC | Edwardsville, IL | Aug 2014 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Current | 11 |
| Meridian Financial Group | Glen Carbon, IL | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- IL
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Total Assets Under Management2,431MILLIONS
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Total Number of Accounts9,643ACCOUNTS
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Average Account Value$252,120
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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