Daniel LarnerCRD Number: 5291621
Current Firm: Ubs Financial Services Inc.
Daniel Larner (CRD# 5291621) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ubs Financial Services Inc.||Indianapolis, IN||Aug 2021 - Current||1|
|J.p. Morgan Chase Bank, Na||Indianapolis, IN||Nov 2016 - Current||6|
|Jp Morgan Securities Inc.||Indianapolis, OH||Feb 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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