Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 27 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Wealth | Southlake, TX | Apr 2013 - Current | 11 |
| Cwm, LLC | Omaha, NE | Apr 2013 - Current | 11 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Mar 2024 | 7 |
| 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 |
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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