Ryan McDaniel, financial advisor Lynnwood WA
98 score

Ryan McDaniel

CRD Number: 5622320
Current Firm: Chaney Capital Management Inc.
Compensation Model: Fee Only
Ryan McDaniel (CRD# 5622320) is an Investment Advisor Representative working at Chaney Capital Management Inc. in Lynnwood, WA and has over 7 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. Shoreline, WA Feb 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Shoreline, WA Jan 2013 - Current 3
Jefferson And Franklin Financial San Antonio, TX Mar 2011 - Jun 2011 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Oct 2009 - Mar 2011 1
Usaa Finacial Planning Services San Antonio, TX Oct 2009 - Mar 2011 1
Usaa San Antonio, TX Aug 2009 - Mar 2011 1
Planto Roe Financial San Antonio, TX Dec 2008 - May 2009 < 1
Securian Financial Services St. Paul, MN Dec 2008 - May 2009 < 1
Minnesota Life Insurance Company St. Paul, MN Dec 2008 - May 2009 < 1
Planto Roe Financial Services San Antonio, TX Aug 2008 - May 2009 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Ryan S. McDaniel
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $208,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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