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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Securities America Inc.||Saint Louis, MO||Jul 2015 - Current||2|
|Beam Asset Management||Saint Louis, MO||Feb 2015 - Current||2|
|Elder & Associates Pc||Clayton, MO||Feb 1990 - Current||27|
|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 Management327MILLIONS
Total Number of Accounts1,729ACCOUNTS
Average Account Value$189,026
- 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, MO, MS, NJ, NY, OK, PA, TN, TX, UT, VA, WA