Daniel Laraway (CRD# 728337) is an Investment Advisor Representative working at Sharpepoint, LLC in Phoenix, AZ and has over 43 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sharpepoint, LLC | Phoenix, AZ | Jan 2018 - Current | 6 |
| Private Advisor Group, LLC | Phoenix, AZ | Jun 2017 - Jan 2018 | < 1 |
| Lpl Financial, LLC | Phoenix, AZ | Aug 2015 - Jan 2018 | 2 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Aug 2015 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Dec 2008 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1981 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management148MILLIONS
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Total Number of Accounts1,043ACCOUNTS
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Average Account Value$141,853
- 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 pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AZ, CA, CO, MI, NH, NM, TX, WA
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