Daniel Anderle, financial advisor Encinitas CA

Daniel Anderle

CRD Number: 5058331
Current Firm: Raymond James Financial Services Advisors, Inc.

Daniel Anderle (CRD# 5058331) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encinitas, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Located At Mission Federal Credit Union Poway, CA Apr 2021 - Current < 1
Raymond James Financial Services, Inc. Chula Vista, CA Oct 2019 - Current 2
Mission Federal Credit Union Poway, CA Oct 2019 - Current 2
Cuso Financial Services, LP San Diego, CA Dec 2017 - Oct 2019 1
Unemployed San Diego, CA Aug 2017 - Nov 2017 < 1
Union Bank Mufg San Diego, CA Jun 2016 - Jul 2017 1
Jp Morgan Chase Encinitas, CA Jan 2016 - Jun 2016 < 1
Wells Fargo Advisors Albuquerque, NM Sep 2012 - Jan 2016 3
Edward Jones San Diego, CA Jul 2009 - Sep 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel D. Anderle
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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