Burk McDanielCRD Number: 6914206
Current Firm: D.a. Davidson & Company
Burk McDaniel (CRD# 6914206) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 3 years of experience in the finance industry.
State Farm Investment Management Corp.
D.a. Davidson & Company
|D.a. Davidson & Company||Great Falls, MT||Feb 2021 - Current||1|
|Goldman Sachs & Company LLC||Irvine, CA||Jan 2021 - Jan 2021||< 1|
|The Ayco Company, L.p./mercer Allied||Irvine, CA||Jul 2019 - Jan 2021||1|
|Gonzaga University||Spokane, WA||Aug 2017 - Jun 2019||1|
|New York Life||Spokane, WA||Feb 2018 - Aug 2018||< 1|
|Allstate Huber Family Insurance||Missoula, MT||May 2017 - Aug 2017||< 1|
|Hartwick College||Oneonta, NY||Aug 2016 - May 2017||< 1|
|Unemployed||Great Falls, MT||May 2016 - Aug 2016||< 1|
|Unemployed/junior Hockey Player||Missoula, MT||Aug 2015 - May 2016||< 1|
|Unemployed||Great Falls, MT||May 2015 - Aug 2015||< 1|
|National Sports Academy||Lake Placid, NY||Aug 2014 - May 2015||< 1|
|Pivot Charter School||Fort Myers, FL||Aug 2013 - May 2014||< 1|
|Full Time Education||Great Falls, MT||Jun 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
|S63||Uniform Securities State Law Examination||May 2020|
Total Assets Under Management23,892MILLIONS
Total Number of Accounts76,487ACCOUNTS
Average Account Value$312,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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