Daniel BlumCRD Number: 4270629
Current Firm: Janney Montgomery Scott LLC
Daniel Blum (CRD# 4270629) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Janney Montgomery Scott LLC||Philadelphia, PA||Apr 2011 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management73,001MILLIONS
Total Number of Accounts216,397ACCOUNTS
Average Account Value$337,346
- A percentage of assets under your management
- 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, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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