Dan WhitakerCRD Number: 1395124
Current Firm: Wells Fargo Advisors, LLC
Dan Whitaker (CRD# 1395124) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lake Mary, FL and has over 31 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Wells Fargo Advisors LLC||Lake Mary, FL||May 2009 - Current||8|
|Wachovia Securities, LLC||Lake Mary, FL||Jan 2009 - May 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Heathrow, FL||Jun 1985 - Jan 2009||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV