Daniel Andrews, financial advisor Greenwood Village CO
90 score

Daniel Andrews

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Well Rounded Success Greenwood Village, CO Apr 2014 - Current 3
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
Walt Disney World Orlando, FL Jun 2007 - Jan 2008 < 1
Full Time Student Denver, CO Dec 2006 - Jun 2007 < 1
Rubio's Restaurants Denver, CO Jun 2006 - May 2007 < 1
Full Time Student Beijing, Sep 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Daniel C. Andrews
Phone Number: 858-243-0016
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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