Daniel SchneiderCRD Number: 5960163
Current Firm: 1st Global Advisors Inc.
Daniel Schneider (CRD# 5960163) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|1st Global Advisors Inc.||Phoenix, AZ||Sep 2011 - Current||5|
|1st Global Capital Corp.||Phoenix, AZ||Sep 2011 - Current||5|
|Schneider & Associate, Cpas, P.c.||Phoenix, AZ||Jan 2005 - Current||11|
|Nehemiah Restoration Fund||Phoenix, AZ||Jan 2008 - Feb 2011||3|
|Arizona State University||Tempe, AZ||Aug 2007 - Dec 2010||3|
|Phoenix Christian Jr/sr High School||Phoenix, AZ||Aug 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV