Daniel RollingCRD Number: 5974074
Current Firm: Edward Jones
Daniel Rolling (CRD# 5974074) is an Investment Advisor Representative working at Edward Jones in Opelika, AL and has over 5 years of experience in the finance industry.
Greatmark Investment Partners, Inc.
Synovus Securities, Inc.
Signator Investors, Inc.
|Edward Jones||St Louis, MO||Aug 2011 - Current||6|
|Marchand Enterprises||Montgomery, AL||Dec 2010 - Jun 2011||< 1|
|Space By Design||Auburn, AL||Oct 2007 - Nov 2010||3|
|Radio Shack||Luverne, AL||Jun 2001 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)