Daniel McCollum (CRD# 7169341) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Advisor Technology | Omaha, NE | May 2020 - Current | 3 |
| Orion Portfolio Solutions | Omaha, NE | May 2020 - Current | 3 |
| University Of Nebraska Omaha | Omaha, NE | Aug 2016 - May 2020 | 3 |
| Td Ameritrade | Omaha, NE | Sep 2019 - Apr 2020 | < 1 |
| Hyvee | Omaha, NE | Feb 2017 - Aug 2019 | 2 |
| Raising Canes Chicken Fingers | Omaha, NE | Jul 2016 - Nov 2016 | < 1 |
| Bellevue East High School | Bellevue, NE | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NE
-
Total Assets Under Management53,283MILLIONS
-
Total Number of Accounts176,366ACCOUNTS
-
Average Account Value$302,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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