Lee Daniels, financial advisor Houston TX

Lee Daniels

CRD 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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Professional Designations
Company Name Location Dates Years
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
Contact Info for Lee M. Daniels
Phone Number: 1-888-600-4667
Registered State(s):
  • LA
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    4,022
    MILLIONS
  • Total Number of Accounts
    25,160
    ACCOUNTS
  • Average Account Value
    $159,876
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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