Daniel Gannett (CRD# 5169808) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 17 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Orinda, CA | Dec 2016 - Current | 7 |
| Insurance Sales | Orinda, CA | Jun 2015 - Current | 8 |
| Boy Scouts Of America | Moraga, CA | Oct 2012 - Current | 11 |
| Orinda Rotary- Rotary Foundation Board | Orinda, CA | Jan 2012 - Current | 12 |
| Park Place Wealth Advisors, Inc. | Orinda, CA | May 2007 - Current | 17 |
| Park Place Real Estate | Orinda, CA | Jun 2006 - Current | 17 |
| Foothill Securities, Inc. | Orinda, CA | Feb 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CA
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$155,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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