Daniel Charley, financial advisor Livonia MI

Daniel Charley

CRD Number: 6457442
Current Firm: Concorde Asset Management, LLC

Daniel Charley (CRD# 6457442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Livonia, MI Feb 2015 - Current 9
Alpine Brokerage Services LLC Mount Laurel, NJ Jul 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Disclosure Information

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
Contact Info for Daniel K. Charley
Phone Number: 248-824-6710
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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