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.
CRD# 5699003
Planmember Securities Corporation
CRD# 4148297
Edward Jones
CRD# 5272767
Financial Engines Advisors LLC
| 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 |
- AL
- AZ
- CA
- CO
- FL
- IL
- LA
- MD
- MO
- MT
- NE
- NJ
- NY
- NC
- OH
- OK
- PA
- SC
- TX
- VA
- WA
-
Total Assets Under Management155MILLIONS
-
Total Number of Accounts837ACCOUNTS
-
Average Account Value$185,094
- 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, AZ, CA, CO, FL, GA, IL, LA, MD, MO, MT, NC, NE, NJ, NY, OH, OK, PA, SC, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.