Daniel AgogliaCRD Number: 2840166
Current Firm: Independence Square Holdings, LLC
Daniel Agoglia (CRD# 2840166) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 25 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Aug 2019 - Current||3|
|Lpl Financial, LLC||King Of Prussia, PA||Jan 2017 - Current||6|
|Private Advisor Group, LLC||Morristown, NJ||Feb 2017 - Jan 2020||2|
|The Philadelphia Group||King Of Prussia, PA||Nov 2016 - Jan 2017||< 1|
|Unemployed||Philadelphia, PA||Feb 2015 - Nov 2016||1|
|Children's Hospital Of Philadelphia||Philadelphia, PA||Jun 2013 - Feb 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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