Daniel Monaghan (CRD# 1633928) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 36 years of experience in the finance industry. Daniel Monaghan 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# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen Capital Group | Grand Island, NE | Feb 2016 - Current | 8 |
| Various Insurance Carriers | Central City , NE | Jul 1987 - Current | 36 |
| Symphonic Securities | Central City, NE | May 2006 - Feb 2016 | 9 |
| Rim Securities LLC | New York, NY | Jan 2006 - Feb 2016 | 10 |
| Symphonic Financial Advisors LLC | New York, NY | Jan 2006 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NE
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Total Assets Under Management998MILLIONS
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Total Number of Accounts6,140ACCOUNTS
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Average Account Value$162,617
- A percentage of assets under your management
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