Daniel BrannanCRD Number: 6314581
Current Firm: Raymond James & Associates, Inc.
Daniel Brannan (CRD# 6314581) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates, Inc.||Saint Petersburg, FL||Dec 2014 - Current||3|
|Usaa Financial Advisors Inc.||Tampa, FL||Jan 2014 - Nov 2014||< 1|
|Usaa Financial Planning Services Inc.||Tampa, FL||Jan 2014 - Nov 2014||< 1|
|Cae Usa Inc.||Tampa, FL||May 2011 - Jan 2014||2|
|Univerty Of Tampa||Tampa, FL||Aug 2010 - Dec 2013||3|
|Usaa Financial Planning Services Insurance Agency Inc.||Tampa, FL||May 2013 - Aug 2013||< 1|
|Hillsborough High School||Tampa, FL||Aug 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV