Daniel BarkerCRD Number: 2872437
Current Firm: Cwm, LLC
Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 26 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Forth Worth Basketball Officials Association||North Richland Hills, TX||Nov 2022 - Current||< 1|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2017 - Current||6|
|Cwm, LLC||Omaha, NE||Apr 2013 - Current||10|
|Pinnacle Financial Group||Amarillo, TX||Jun 2004 - Oct 2018||14|
|Linsco/private Ledger Corp.(f.k.a Lpl Financial, Llc)||Amarillo, TX||Oct 2004 - Jan 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management19,944MILLIONS
Total Number of Accounts96,956ACCOUNTS
Average Account Value$205,697
- 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)
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, VT, WA, WI, WV, WY
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