Daniel Whitt (CRD# 7472693) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 2 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pandowealh. LLC | Peachtree City, GA | Mar 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- GA
- NC
-
Total Assets Under Management299MILLIONS
-
Total Number of Accounts1,759ACCOUNTS
-
Average Account Value$170,152
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MD, MO, NC, NE, NJ, OH, OK, OR, PA, SC, TN, TX, VA, WA
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