Daniel Aroh (CRD# 6800693) is an Investment Advisor Representative working at Money Concepts Advisory Service in Louisville, KY and has over 5 years of experience in the finance industry. Daniel Aroh 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.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts | Louisiville, KY | Jun 2018 - Current | 5 |
| Western Kentucky University | Bowling Green, KY | Aug 2014 - May 2018 | 3 |
| Money Concepts | Louisville, KY | May 2017 - Jul 2017 | < 1 |
| Wku | Louisville, KY | Aug 2016 - May 2017 | < 1 |
| Ups | Louisville, KY | Dec 2015 - Jan 2016 | < 1 |
| Lowe's | Louisiville, KY | May 2015 - Aug 2015 | < 1 |
| Jimmy Johns | Louisville, KY | May 2015 - Aug 2015 | < 1 |
| The Forum | Louisville, KY | Jun 2013 - Jan 2015 | 1 |
| Christian Academy Of Louisville | Louisville, KY | Jan 2008 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- KY
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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