Daniel AndrewsCRD Number: 6134103
Current Firm: Well-rounded Success
Daniel Andrews (CRD# 6134103) is an Investment Advisor Representative working at Well-rounded Success in Greenwood Village, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Well Rounded Success||Greenwood Village, CO||Apr 2014 - Current||4|
|Wells Fargo Advisors Financial Network, LLC||Greenwood Village, CO||Oct 2012 - Current||5|
|Purcell Capital Management||Greenwood Village, CO||Oct 2012 - Current||5|
|Unemployed/ Extended Travel||Aspen, CO||Apr 2012 - Oct 2012||< 1|
|Aspen Skiing Company||Aspen, CO||Mar 2009 - Apr 2012||3|
|Blazing Adventures||Aspen, CO||Jun 2009 - Sep 2009||< 1|
|Unemployed/ Extended-travel||San Diego, CA||Aug 2008 - Mar 2009||< 1|
|Full Time Student||Denver, CO||Jan 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management5MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$136,878
- 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
- Selection of other advisers (including private fund managers)
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