Daniel MarshallCRD Number: 6004317
Current Firm: Smead Capital Management, Inc.
Daniel Marshall (CRD# 6004317) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Umb Distribution Services, LLC||Milwaukee, WI||Jun 2020 - Current||3|
|Smead Capital Management, Inc.||Phoenix, AZ||May 2020 - Current||3|
|Alps Distributors, Inc.||Denver, CO||May 2020 - May 2020||< 1|
|Unemployed||Phoenix, AZ||May 2018 - May 2020||2|
|Edward Jones||Tempe, AZ||Dec 2011 - May 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2015|
Total Assets Under Management5,251MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$66,468,327
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, NJ, PA, TX, WA
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