Daniel SigmonCRD Number: 5492099
Current Firm: Collegiate Capital Management, Inc.
Daniel Sigmon (CRD# 5492099) is an Investment Advisor Representative working at Collegiate Capital Management, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry. Daniel Sigmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Securities Service Network||Raliegh, NC||May 2010 - Current||6|
|Collegiate Capital Mgmt.||Raliegh, NC||May 2008 - Current||8|
|Ruckus Pizza||Cary, NC||May 2008 - Sep 2009||1|
|Student||Raliegh, NC||Aug 1999 - May 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management255MILLIONS
Total Number of Accounts1,765ACCOUNTS
Average Account Value$144,261
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, GA, NC, SC, TX, VA, WA