Daniel MannCRD Number: 4592568
Current Firm: Kalos Management
Daniel Mann (CRD# 4592568) is an Investment Advisor Representative working at Kalos Management in Henderson, NV and has over 4 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Kalos Capital||Alpharetta, GA||Mar 2016 - Current||< 1|
|Kalos Management||Alpharetta, GA||Sep 2015 - Current||1|
|Cornerstone Retirement & Insurance Services||Henderson, NV||Jun 2009 - Current||7|
|Horter Investment Management, LLC||Cincinnati, OH||Feb 2013 - Apr 2014||1|
|Cornerstone Advisory Group, Inc.||Henderson, NV||Aug 2012 - Jan 2013||< 1|
|The Sommerset Group, Inc.||Henderson, NV||Jan 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management358MILLIONS
Total Number of Accounts3,787ACCOUNTS
Average Account Value$94,470
- 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)
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