Daniel BeattyCRD Number: 872161
Current Firm: John W. Brooker & Company, Cpas,pc
Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at John W. Brooker & Company, Cpas,pc in Oakland, CA and has 1 year of experience in the finance industry. Daniel Beatty 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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|John E. Booker & Company||Oakland, CA||May 1983 - Current||34|
|Self Employed||Walnut Creek, CA||Jan 1980 - Current||38|
Total Assets Under Management354MILLIONS
Total Number of Accounts491ACCOUNTS
Average Account Value$720,951
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses