Daniel CoursonCRD Number: 5480841
Current Firm: Investment Advisors
Daniel Courson (CRD# 5480841) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Proequities, Inc.||Orlando, FL||Jun 2010 - Current||7|
|Edward Jones||St Louis, MO||Jan 2008 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management2,788MILLIONS
Total Number of Accounts17,256ACCOUNTS
Average Account Value$161,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV