Daniel Giddens, financial advisor Mercer Island WA

Daniel Giddens

CRD Number: 1207944
Current Firm: Securities America Advisors, Inc.

Daniel Giddens (CRD# 1207944) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mercer Island, WA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Mt. Vernon, WA Nov 2020 - Current 3
Securities America Advisors, Inc. Mercer Island, WA Nov 2020 - Current 3
Arbor Point Advisors Mercer Island, WA Nov 2020 - Current 3
Kms Financial Services, Inc. Seattle, WA Apr 2014 - Nov 2020 6
Grant Williams, LLC Philadelphia, PA Nov 2005 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Daniel C. Giddens
Phone Number: 402-399-9111
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • 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, WY

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