Daniel Whitt, financial advisor Peachtree City GA

Daniel Whitt

CRD Number: 7472693
Current Firm: Pandowealth. LLC

Daniel Whitt (CRD# 7472693) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pandowealh. LLC Peachtree City, GA Mar 2021 - Current 1
Mountainchild, Inc. Kathmandu, Apr 2015 - Oct 2021 6
Unemployed Boone, NC Nov 2020 - Feb 2021 < 1
Youth With A Mission Lakeside, MT Feb 2014 - Jun 2015 1
Unemployed Boone, NC May 2012 - Jan 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Daniel Whitt
Phone Number: 678-712-6656
Registered State(s):
  • AL
  • AZ
  • CA
  • CO
  • FL
  • IL
  • LA
  • MD
  • MO
  • MT
  • NE
  • NJ
  • NY
  • NC
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
  • WA
Current Firm Details
Pandowealth. LLC
Firm's CRD Number: 281456
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $185,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MD, MO, MT, NC, NE, NJ, NY, OH, OK, PA, SC, TX, VA, WA

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