Daniel FinneganCRD Number: 7119742
Current Firm: Edward Jones
Daniel Finnegan (CRD# 7119742) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 3 years of experience in the finance industry.
Foresight Financial Planning LLC
Rkl Wealth Management LLC
Voya Financial Advisors, Inc.
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Deployed Date Solutions||Rome, GA||Oct 2014 - May 2019||4|
|Unemployed||Woodstock, GA||Jul 2014 - Sep 2014||< 1|
|O'neill Landscape Group||Woodstock, GA||Mar 2014 - Jun 2014||< 1|
|Unemployed||Acworth, GA||Aug 2013 - Mar 2014||< 1|
|University Of Georgia Student||Athens, GA||Aug 2008 - Aug 2013||5|
|University Of Georgia Center For Continuing Education & Hotel||Athens, GA||Aug 2009 - Apr 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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, 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, VI, VT, WA, WI, WV, WY
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