Daniel BrandfastCRD Number: 1346737
Current Firm: First American National Investment Advisors, LLC
Daniel Brandfast (CRD# 1346737) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Lenoir City, TN and has over 31 years of experience in the finance industry.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Retirendignity LLC||Lenoir City, TN||Jan 2011 - Current||5|
|Hbw Advisory Services LLC||Simi Valley, CA||Aug 2008 - Current||8|
|Hbw Securities LLC||Simi Valley, CA||Jan 2006 - Current||10|
|Brandfast & Associates, Inc.||Lenoir City, TN||Sep 2004 - Current||12|
|Hbw Insurance & Financial Insurance Services, Inc.||Simi Valley, CA||Feb 2003 - Current||13|
|Alaska Properties LLC||Unknown, AK||Oct 2008 - Oct 2008||< 1|
|Hbw Insurance And Financial Services, Inc.||Simi Valley, CA||Jan 2006 - Oct 2007||1|
|Hbw Mortgage Inc.||Simi Valley, CA||Mar 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management78MILLIONS
Total Number of Accounts1,420ACCOUNTS
Average Account Value$54,924
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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