Daniel McElweeCRD Number: 5436716
Current Firm: Ventura Wealth Management
Daniel McElwee (CRD# 5436716) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has over 8 years of experience in the finance industry. Daniel McElwee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fxp Advisory Services
Academy Wealth Advisers, LLC
Constantia Capital LLC
|American Portfolios Financial Services, Inc.||Ewing, NJ||Apr 2010 - Current||6|
|Ventura Wealth Management||Ewing, NJ||Mar 2010 - Current||7|
|Wachovia Securities Financial Network, Llc (11025)||Pennington, NJ||Oct 2007 - Mar 2010||2|
|Farmer Brown's Golf Center||Farmingdale, NJ||Jan 1999 - Jul 2007||8|
|The College Of New Jersey||Ewing, NJ||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management195MILLIONS
Total Number of Accounts694ACCOUNTS
Average Account Value$281,621
- 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
- Pension consulting services
CA, NJ, PA, TX
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