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 3 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Greenwood Village CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Greenwood Village CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Greenwood Village CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Company Name Location Dates Years
Well Rounded Success Greenwood Village, CO Apr 2014 - Current 2
Wells Fargo Advisors Financial Network, LLC Greenwood Village, CO Oct 2012 - Current 4
Purcell Capital Management Greenwood Village, CO Oct 2012 - Current 4
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

Ready to hire a financial advisor? Get competitive proposals from Daniel Andrews and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.