Daniel Brackett (CRD# 7240416) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Jul 2022 - Current | 1 |
| Tiaa | Charlotte, NC | Jul 2022 - Current | 1 |
| Unemployed | Charlotte, NC | May 2022 - Jul 2022 | < 1 |
| Cooke Rentals | Charlotte, NC | Aug 2021 - May 2022 | < 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Aug 2018 - May 2022 | 3 |
| Tiaa | Charlotte, NC | Jun 2021 - Aug 2021 | < 1 |
| Ubs Financial Firm Inc. | Charlotte, NC | Mar 2020 - Apr 2021 | 1 |
| Unemployed | Raleigh, NC | Jun 2018 - Aug 2018 | < 1 |
| North Raleigh Christian Academy | Raleigh, NC | Aug 2014 - Jun 2018 | 3 |
| Magellan Charter School | Raleigh, NC | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NC
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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