Stuart DanielCRD Number: 1937306
Current Firm: Stony Point Wealth Management Inc.
Stuart Daniel (CRD# 1937306) is an Investment Advisor Representative working at Stony Point Wealth Management Inc. in Richmond, VA and has over 29 years of experience in the finance industry. Stuart Daniel 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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Stony Point Wealth Management Inc.||Richmond, VA||Jul 2015 - Current||2|
|American Express Financial Advisors Inc.||Richmond, VA||Jul 1989 - Jul 2015||26|
|Ids Life Insurance Company||Richmond, VA||Mar 1989 - Jul 2015||26|
|#ia American Express Financial Advisors||Richmond, VA||Mar 1989 - Jul 2015||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management149MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$185,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MD, NC, TX, VA