Daniel Lawrence (CRD# 7227553) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 3 years of experience in the finance industry.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 2447178
Lpl Financial LLC
CRD# 2279746
Copper Financial
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services | Fort Worth, TX | Jan 2021 - Current | 3 |
First Command Advisory Services | Fort Worth, TX | Jan 2021 - Current | 3 |
First Command Insurance Services | Fort Worth, TX | Jan 2021 - Current | 3 |
First Command | Fort Worth, TX | Feb 2020 - Jan 2021 | < 1 |
Operations Group X - Mission Command Training Program | Leavenworth, KS | Aug 2019 - Jan 2021 | 1 |
Office Of Program Manager - Saudi Arabia National Guard | Riyadh, | Jul 2018 - Jul 2019 | 1 |
Operations Group X - Mission Command Training Program | Leavenworth, KS | Aug 2015 - Jul 2018 | 2 |
Hq, 2nd Battalion, 70th Armor | Fort Riley, KS | Jul 2014 - Jun 2015 | < 1 |
Hq, 1st Battalion, 18th Infantry | Fort Riley, KS | Jun 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- KS
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, ND, 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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