Daniel YasharelCRD Number: 1871945
Current Firm: Royal Alliance Associates, Inc.
Daniel Yasharel (CRD# 1871945) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry. Daniel Yasharel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Nwf Advisory Group, Inc.||Los Angeles, CA||Feb 2005 - Current||12|
|Nwf Advisory Services, Inc.||Los Angeles, CA||Feb 2005 - Current||12|
|Royal Alliance Associates, Inc.||Los Angeles, CA||Oct 1994 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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