Daniel Haber (CRD# 6374410) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 5 years of experience in the finance industry.
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoke Advisors | Los Angeles, CA | Aug 2023 - Current | < 1 |
| Oneamerica Securities | Indianapolis, IN | Aug 2015 - Aug 2023 | 8 |
| American United Life | Indianapolis, IN | Jul 2015 - Aug 2023 | 8 |
| Capital Group | Indianapolis, IN | Jul 2014 - Jul 2015 | 1 |
| Tesla Motors | Indianapolis, IN | Dec 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- AR
- CA
- CO
- ID
- NJ
- NY
- OH
- SD
- TX
- WY
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Total Assets Under Management13,363MILLIONS
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Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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