John DanielsonCRD Number: 1210131
Current Firm: Vanguard Advisers, Inc.
John Danielson (CRD# 1210131) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 39 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|The Vanguard Group, Inc.||Scottsdale, AZ||Mar 2022 - Current||1|
|Umemployed||Dallas, TX||Jan 2022 - Mar 2022||< 1|
|Bank Of America||Dallas, TX||Nov 2021 - Dec 2021||< 1|
|Unemployed||Dallas, TX||Mar 2020 - Oct 2021||1|
|Aaa Texas||Garland, TX||Sep 2019 - Mar 2020||< 1|
|Umemployed||Dallas, TX||Feb 2019 - Sep 2019||< 1|
|Psychemedics Corporation||Dallas, TX||Oct 2014 - Feb 2019||4|
|Umemployed||Dallas, TX||Jul 2014 - Oct 2014||< 1|
|Txu Energy||Irving, TX||Aug 2012 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management299,192MILLIONS
Total Number of Accounts634,470ACCOUNTS
Average Account Value$471,562
- 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 pooled investment vehicles (other than investment companies)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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