Lee DanielsCRD Number: 4781678
Current Firm: Park Avenue Securities LLC
Lee Daniels (CRD# 4781678) is an Investment Advisor Representative working at Park Avenue Securities LLC in Houston, TX and has over 15 years of experience in the finance industry. Lee Daniels 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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|Park Avenue Securities, LLC||Houston, TX||Apr 2018 - Current||1|
|Guardian Life Insurance Co Of America||Houston, TX||Mar 2018 - Current||1|
|Unemployed||Billings, MT||Oct 2017 - Feb 2018||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Billings, MT||Dec 2011 - Sep 2017||5|
|Waddell & Reed, Inc.||Billings, MT||Nov 2011 - Sep 2017||5|
|Principal Life Ins Co||Indianapolis, IN||Oct 2011 - Nov 2011||< 1|
|Princor Financial Services Corp||Indianapolis, IN||Oct 2011 - Nov 2011||< 1|
|Unemployed||The Woodlands, TX||Mar 2011 - Oct 2011||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||May 2004 - Mar 2011||6|
|Thrivent Investment Management Inc.||Houston, TX||Mar 2004 - Mar 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management4,022MILLIONS
Total Number of Accounts25,160ACCOUNTS
Average Account Value$159,876
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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