Daniel Hall (CRD# 6649368) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinellas Park, FL and has over 2 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Palm Harbor, FL | Aug 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Harbor, FL | Jun 2021 - Current | 2 |
| Bank Of America | Pinellas Park, FL | Dec 2018 - Jun 2021 | 2 |
| Unemployed | Saint Petersburg, FL | Aug 2018 - Dec 2018 | < 1 |
| The Boss Group Dallas | Dallas, TX | Nov 2017 - Jul 2018 | < 1 |
| Red Mesa Cantina | Saint Petersburg, FL | Dec 2012 - Nov 2017 | 4 |
| Northwestern Mutual | Saint Petersburg, FL | Jun 2016 - May 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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