Daniel Thurm, financial advisor Highland Park NJ
96 score

Daniel Thurm

CRD Number: 4481378
Current Firm: Park Avenue Securities LLC

Daniel Thurm (CRD# 4481378) is an Investment Advisor Representative working at Park Avenue Securities LLC in Highland Park, NJ and has over 14 years of experience in the finance industry. Daniel Thurm 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.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Co Of America Highland Park, NJ Jun 2006 - Current 10
Park Avenue Securities LLC Highland Park, NJ Jun 2006 - Current 10
Mentor Int'l LLC Monsey, NY Aug 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Daniel B. Thurm
Phone Number: 1-888-600-4667
Registered State(s):
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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