Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Gilberts, IL and has over 12 years of experience in the finance industry. Daniel Basinger 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victory Wealth Management, LLC | Gilberts, IL | May 2022 - Current | 2 |
| Northrock Partners | Deer Park, IL | Aug 2019 - Aug 2022 | 3 |
| Ameriprise Financial Services, Inc. | Barrington, IL | Dec 2014 - Aug 2019 | 4 |
| J.p. Morgan Securities LLC | Arlington Heights, IL | Aug 2011 - Dec 2014 | 3 |
| Jp Morgan Chase Bank Na | Arlington Heights, IL | Nov 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- IL
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$227,080
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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