Daniel RileyCRD Number: 6062854
Current Firm: Charles Schwab & Company, Inc.
Daniel Riley (CRD# 6062854) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Feb 2015 - Current||3|
|Cetera Investment Advisors LLC||Saint Cloud, MN||Jan 2014 - Feb 2015||1|
|Cetera Investment Services LLC||St. Cloud, MN||Sep 2013 - Feb 2015||1|
|Regions Bank||Winter Garden, FL||Aug 2013 - Feb 2015||1|
|Walt Disney Co||Lake Bvena Vista, FL||Feb 2013 - Jul 2013||< 1|
|Edward Jones||St Louis, MO||May 2012 - Jan 2013||< 1|
|Mg Tennis Inc.||Orlando, FL||Jun 2010 - May 2012||1|
|Walt Disney Company||Lake Buena Vista, FL||May 2010 - Jul 2011||1|
|Shaw's Athletics||Tallahassee, FL||Mar 2007 - May 2010||3|
|Games 4 Less||Tallahassee, FL||Nov 2009 - Apr 2010||< 1|
|Florida State University||Tallahassee, FL||Aug 2005 - Apr 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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