Daniel Allen (CRD# 6197878) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 3 years of experience in the finance industry.
CRD# 2797528
Wealthcare Capital Management LLC
Score
101
CRD# 850934
Atlas Brown
Score
100
CRD# 3124487
Atlas Brown
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2013 - Current | 4 |
| State Farm | Sellersburg, IN | Sep 2012 - May 2013 | < 1 |
| Consolidated Grain & Barge | Uniontown, KY | Aug 2012 - May 2013 | < 1 |
| Department Of Natural Resources | Charlestown, IN | May 2012 - Aug 2012 | < 1 |
| Consolidated Grain & Barge | Jeffersonville, IN | May 2011 - Aug 2012 | 1 |
| Bass Pro Shops | Clarksville, IN | Jun 2009 - Aug 2012 | 3 |
| Indiana University Southeast | New Albany, IN | Aug 2007 - May 2010 | 2 |
| Department Of Natural Resources | Charlestown, IN | May 2008 - Nov 2008 | < 1 |
| New Albany/floyd County School Corporation | New Albany, IN | May 2007 - Aug 2007 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2006 - May 2007 | < 1 |
| New Albany/floyd County School Corporation | New Albany, IN | May 2006 - Aug 2006 | < 1 |
| New Albany High School | New Albany, IN | Oct 2004 - May 2006 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
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Total Assets Under Management140,424MILLIONS
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Total Number of Accounts777,048ACCOUNTS
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Average Account Value$180,715
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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