Daniel McLeod, financial advisor Fairhope AL

Daniel McLeod

CRD Number: 2752145
Current Firm: Brown Financial Advisory

Daniel McLeod (CRD# 2752145) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has over 27 years of experience in the finance industry. Daniel McLeod 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.

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Professional Designations
Company Name Location Dates Years
Brown Mcleod, Inc. Fairhope, AL Nov 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
Contact Info for Daniel S. McLeod
Phone Number: 251-928-9498
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $368,654
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
  • Pension consulting services
Types of Clients
Registered States

AL, LA, MS, NC, NE, TX

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