Thomas Daniels (CRD# 4161304) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oswego Crest Financial Group, LLC | Lake Oswego, OR | Jul 2023 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Lake Oswego, OR | Jul 2023 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Lake Oswego, OR | Jul 2023 - Current | < 1 |
| Pacific Crest Financial Group, LLC | Lake Oswego, OR | Nov 2005 - Jul 2023 | 17 |
| Commonwealth Financial Network | Waltham, MA | Nov 2005 - Jul 2023 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- OR
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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)
- Other
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, 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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