Daniel Bennett, financial advisor Phoenix AZ

Daniel Bennett

CRD Number: 6386277
Current Firm: Assetmark, Inc.

Daniel Bennett (CRD# 6386277) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Financial, Inc. Phoenix, AZ Feb 2018 - Current 2
Assetmark Brokerage, LLC Phoenix, AZ Feb 2018 - Current 2
Aerotek Phoenix, AZ Oct 2017 - Feb 2018 < 1
Unemployed Scottsdale, AZ Jul 2017 - Oct 2017 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Oct 2016 - Jul 2017 < 1
Ranstad/ The Vanguard Group Scottsdale, AZ Jun 2016 - Oct 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Dec 2015 - Apr 2016 < 1
Randstad/ The Vanguard Group Scottsdale, AZ Aug 2014 - Dec 2015 1
Teletech / Hyundai Motor America Tempe, AZ Jan 2014 - Aug 2014 < 1
Nutrishop /global Nutrition Tempe, AZ Jun 2013 - Dec 2013 < 1
24 Hour Fitness Brea, CA Jan 2012 - Jun 2013 1
Noble Business Solutions / The Venetian Anahiem, CA Jan 2012 - Apr 2013 1
Unemployed Fontana, CA Jul 2010 - Dec 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Bennett
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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