Daniel AndersonCRD Number: 4532396
Current Firm: Raymond James Financial Services Advisors, Inc.
Daniel Anderson (CRD# 4532396) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greensburg, IN and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mcavoy Kemp Wealth Management, LLC
|Mainsource Investment Services||Greensburg, IN||Oct 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Greensburg, IN||Jan 2009 - Current||8|
|Main Source Bank||Greensburg, IN||Nov 2005 - Current||12|
|Raymond James Financial Services, Inc.||New Albany, IN||May 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops