Daniel WomackCRD Number: 6723125
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Womack (CRD# 6723125) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 3 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Mar 2020 - Current||1|
|Bank Of America,n.a.||Orlando, FL||Mar 2020 - Current||1|
|Unemployed||Winter Park, FL||Oct 2019 - Mar 2020||< 1|
|Edward Jones||St Louis, MO||Apr 2018 - Sep 2019||1|
|Guardian Life Insurance Company||Tampa, FL||Jan 2017 - Apr 2018||1|
|Park Avenue Securities||Tampa, FL||Jan 2017 - Apr 2018||1|
|Hillsborough County School Board||Tampa, FL||Jul 2011 - Jun 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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