Lee Daniels (CRD# 4781678) is an Investment Advisor Representative working at Park Avenue Securities LLC in Houston, TX and has over 19 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities, LLC | Houston, TX | Apr 2018 - Current | 6 |
| Guardian Life Insurance Co Of America | Houston, TX | Mar 2018 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- AZ
- CA
- CO
- CT
- FL
- IL
- LA
- MA
- MN
- NV
- NJ
- NY
- NC
- PA
- TX
- WA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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, VI, VT, WA, WI, WV, WY
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