Randall Daniel (CRD# 4871639) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Land O'Lakes, FL and has over 19 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Center For Wealth Management LLC | Tampa, FL | Jun 2017 - Current | 6 |
| Lpl Financial LLC | Middletown, OH | Jul 2017 - Dec 2020 | 3 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jan 2015 - Jul 2017 | 2 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jan 2015 - Jul 2017 | 2 |
| Metlife Securities Inc. | Cincinnati, OH | Aug 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management167MILLIONS
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Total Number of Accounts1,420ACCOUNTS
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Average Account Value$117,412
- 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
- Other
AZ, FL, GA, IN, KY, LA, OH, TX
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