Daniel AllenCRD Number: 6197878
Current Firm: Edward Jones
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.
Accredited Wealth Management LLC
Wealthcare Capital Management LLC
|Edward Jones||St Louis, MO||May 2013 - Current||5|
|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|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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, WY
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