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|
|Unemployed||Tampa, FL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)