Daniel McAdams, financial advisor Grandville MI

Daniel McAdams

CRD Number: 4631064
Current Firm: Lafleur & Godfrey Private Wealth Management

Daniel McAdams (CRD# 4631064) is an Investment Advisor Representative working at Lafleur & Godfrey Private Wealth Management in Grandville, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lafleur & Godfrey Grand Rapids, MI Sep 2020 - Current 3
Dma Group, Inc. Grandville, MI Jul 1994 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Daniel A. McAdams
Phone Number: 616-942-1580
Firm Website: https://www.ici1929.com
Registered State(s):
By the Numbers
  • Total Assets Under Management
    725
    MILLIONS
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $955,540
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, CO, FL, IL, LA, MI, OH, OR, TX

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