Daniel Sigmon, financial advisor Raleigh NC
96 score

Daniel Sigmon

CRD 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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Professional Designations
Company Name Location Dates Years
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
Contact Info for Daniel C. Sigmon
Phone Number: 919-838-0101
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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