
Daniel Allen (CRD# 6197878) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 4 years of experience in the finance industry.
CRD# 2761892
Accredited Wealth Management LLC
Score
103

CRD# 2797528
Wealthcare Capital Management LLC
Score
101
CRD# 850934
Atlas Brown
Score
100
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 |
- IN
-
Total Assets Under Management262,473MILLIONS
-
Total Number of Accounts2,049,107ACCOUNTS
-
Average Account Value$128,091
- 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)
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