Daniel Yasharel, financial advisor Los Angeles CA
96 score

Daniel Yasharel

CRD 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 25 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.

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Professional Designations
Company Name Location Dates Years
Nwf Advisory Group, Inc. Los Angeles, CA Feb 2005 - Current 11
Nwf Advisory Services, Inc. Los Angeles, CA Feb 2005 - Current 11
Royal Alliance Associates, Inc. Los Angeles, CA Oct 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
Contact Info for Daniel F. Yasharel
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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