Daniel GeehanCRD Number: 4043359
Current Firm: Independence Square Holdings, LLC
Daniel Geehan (CRD# 4043359) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Fort Worth, TX and has over 23 years of experience in the finance industry.
Hedgefield Wealth Management
Osaic Wealth, Inc.
Charles Schwab & Company, Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Apr 2022 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2011 - Apr 2022||11|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2011 - Apr 2022||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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