Daniel FriedmanCRD Number: 2000690
Current Firm: Wealth Management Group Of North America, LLC
Daniel Friedman (CRD# 2000690) is an Investment Advisor Representative working at Wealth Management Group Of North America, LLC in Farmington, CT and has over 25 years of experience in the finance industry.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Milestone Asset Management Group, LLC
|Wealth Management Group Of North America, LLC||Farmington, CT||Aug 1995 - Current||27|
|Triad Advisors, Inc.||Norcross, GA||Nov 2014 - May 2017||2|
|National Planning Corporation||El Segundo, CA||Apr 2009 - Nov 2014||5|
|Lexco Wealth Management, Inc.||Tarrytown, NY||May 2009 - Jan 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management20MILLIONS
Total Number of Accounts103ACCOUNTS
Average Account Value$197,709
- 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)
CT, FL, MA, NC, NH, NY, TX
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