Danielle Goebel (CRD# 7601237) is an Investment Advisor Representative working at Advisory Alpha, LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Alpha, LLC | Holland, MI | Nov 2023 - Current | < 1 |
| Citizen Advisory Group | Perrysburg, OH | Aug 2023 - Current | < 1 |
| Golden Reserve | Maumee, OH | May 2022 - Aug 2023 | 1 |
| Dental Health Associates | Sylvania, OH | Jun 2019 - May 2022 | 2 |
| Carnegie Investment Counsel | Toledo, OH | Oct 2018 - Jun 2019 | < 1 |
| Private Wealth Consultants | Toledo, OH | Jul 2012 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- OH
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Total Assets Under Management2,997MILLIONS
-
Total Number of Accounts20,609ACCOUNTS
-
Average Account Value$145,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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