Daniel ElderCRD Number: 3082128
Current Firm: Beam Asset Management
Daniel Elder (CRD# 3082128) is an Investment Advisor Representative working at Beam Asset Management in Saint Louis, MO and has over 19 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Securities America Inc.||Saint Louis, MO||Jul 2015 - Current||2|
|Beam Asset Management||Saint Louis, MO||Feb 2015 - Current||3|
|Elder & Associates Pc||Clayton, MO||Feb 1990 - Current||28|
|Lpl Financial Corporation||St Louis, MO||Sep 2009 - Jul 2015||5|
|Universal Financial Planning Consultants Inc.||St. Louis, MO||Dec 1997 - Jul 2015||17|
|Mutual Service Corporation||Clayton, MO||Jun 1998 - Sep 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management373MILLIONS
Total Number of Accounts1,899ACCOUNTS
Average Account Value$196,575
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AL, AR, CA, CO, DE, FL, GA, IL, LA, MA, MD, MO, MS, NC, NH, NJ, NY, OK, PA, TN, TX, UT, VA, WA