Daniel Rolling, financial advisor Opelika AL
90 score

Daniel Rolling

CRD 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.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2011 - Current 5
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
Contact Info for Daniel B. Rolling
Phone Number: 314-515-2000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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