Brian DanielsCRD Number: 5163560
Current Firm: Prosperity Wealth Management, Inc.
Brian Daniels (CRD# 5163560) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in New Brighton, PA and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
|Prosperity Wealth Management, Inc.||San Ramon, CA||Jan 2017 - Current||5|
|Fortune Financial Services, Inc.||New Brighton, PA||Jun 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management177MILLIONS
Total Number of Accounts1,056ACCOUNTS
Average Account Value$168,024
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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