Daniel AnderleCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
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
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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)
- Educational seminars/workshops
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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