Alan Danielson, financial advisor Hunt Valley MD
93 score

Alan Danielson

CRD Number: 1432086
Current Firm: Rbc Capital Markets, LLC

Alan Danielson (CRD# 1432086) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Hunt Valley, MD Feb 2009 - Current 7
Ubs Financial Services Inc. Hunt Valley, MD Sep 1985 - Feb 2009 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Jul 1991
Contact Info for Alan E. Danielson
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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