Daniel EsquirellCRD Number: 4593034
Current Firm: Asset Planning Services Ltd.
Daniel Esquirell (CRD# 4593034) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has 1 year of experience in the finance industry. Daniel Esquirell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
Triad Advisors, Inc.
|Asset Planning Services, Ltd||Harleysville, PA||Jun 2006 - Current||11|
|Independence Advisors, Inc.||Berwyn, PA||Mar 1999 - Current||18|
Total Assets Under Management860MILLIONS
Total Number of Accounts2,102ACCOUNTS
Average Account Value$409,004
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, LA, NH, NJ, PA, TX, WA