William Daniels (CRD# 6010514) is an Investment Advisor Representative working at Edward Jones in Ponchatoula, LA and has over 2 years of experience in the finance industry.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
CRD# 3149319
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2021 - Current | 3 |
| Evergreen Tractor And Equipment | Covington, LA | May 2020 - Apr 2021 | < 1 |
| Unemployed | Ponchatoula, LA | Sep 2019 - Apr 2020 | < 1 |
| Sport Optics LLC | Hammond, LA | Apr 2019 - Aug 2019 | < 1 |
| Unemployed | Ponchatoula, LA | Oct 2018 - Mar 2019 | < 1 |
| Del Friscos Restaurant Group | Houston, TX | May 2017 - Aug 2018 | 1 |
| Meta Lab Inc. | Houston, TX | May 2018 - Jun 2018 | < 1 |
| Bank Of America | Houston, TX | Feb 2016 - Apr 2017 | 1 |
| Victory Wine Group | Houston, TX | Aug 2015 - Jan 2016 | < 1 |
| Republic National Distributing Company | Baton Rouge, LA | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
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- LA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
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- Financial planning services
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