John-paul DalyCRD Number: 4528214
Current Firm: Ameriprise Financial Services, Inc.
John-paul Daly (CRD# 4528214) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Salem, OR and has over 14 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Ameriprise Financial Services Inc.||Portland, OR||Jun 2009 - Current||7|
|Unemployed||Portland, OR||May 2009 - May 2009||< 1|
|American Express Financial Advisors||Portland, OR||Apr 2002 - Apr 2009||7|
|Ids Life Insurance Company||Portland, OR||Apr 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV