Daniel Strong (CRD# 6648234) is an Investment Advisor Representative working at Lpl Financial LLC in Midland, MI and has over 7 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Dow Chemical Employees' Credit Union | Midland, MI | Apr 2020 - Current | 4 |
Lpl Financial LLC | Midland, MI | Feb 2020 - Current | 4 |
Frankenmuth Credit Union | Midland, MI | Aug 2019 - Apr 2020 | < 1 |
Sigma Financial Corporation | Ann Arbor, MI | Jun 2017 - Feb 2020 | 2 |
Unemployed | Midland, MI | May 2017 - Jun 2017 | < 1 |
Gary Messing Financial Representative | Mt Pleasant, MI | Jul 2016 - Apr 2017 | < 1 |
Gary Messing | Mt Pleasant, MI | Jul 2016 - Apr 2017 | < 1 |
Unemployed | Midland, MI | Apr 2016 - Jul 2016 | < 1 |
None | Midland, MI | Feb 2008 - Apr 2016 | 8 |
Members First Credit Union | Midland, MI | Sep 2015 - Mar 2016 | < 1 |
Smith And Co Cpas | Midland, MI | Feb 2014 - Apr 2015 | 1 |
Basil Thai Bistro | Midland, MI | Feb 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2016 |
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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