Daniel WestfallCRD Number: 6033774
Current Firm: Next Financial Group, Inc.
Daniel Westfall (CRD# 6033774) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harrisburg, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Next Financial Group||Harrisburg, PA||Sep 2013 - Current||4|
|Pfs Investments Inc.||York, PA||Feb 2012 - Current||6|
|York College||York, PA||Sep 2009 - Current||8|
|Primerica Financial Services||York, PA||May 2011 - Aug 2013||2|
|York College||York, PA||Sep 2008 - May 2012||3|
|La Piazza||Allentown, NJ||Feb 2006 - Dec 2009||3|
|Allentown High School||Allentown, NJ||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV