Preston Daniells (CRD# 5067103) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 17 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird | Grass Valley, CA | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- CA
- FL
- HI
- MT
- TX
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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