Desmond DaigleCRD Number: 6105037
Current Firm: Strategic Advisers, Inc.
Desmond Daigle (CRD# 6105037) is an Investment Advisor Representative working at Strategic Advisers, Inc. in San Antonio, TX and has over 5 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Fidelity Investments||Dallas, TX||Jul 2012 - Current||5|
|N/a||San Marcos, TX||Aug 2011 - Jul 2012||< 1|
|Act, LLC||Houston, TX||Jan 2011 - Aug 2011||< 1|
|Lone Star College||Kingwood, TX||Aug 2004 - May 2011||6|
|Adp Inc.||Houston, TX||Jun 2010 - Jan 2011||< 1|
|Sambazon Inc.||San Clemente, CA||Sep 2008 - May 2010||1|
|Texas State University||San Marcos, TX||Jan 2008 - May 2010||2|
|Texas State University||San Marcos, TX||Aug 2007 - May 2010||2|
|Food Fair||New Caney, TX||Apr 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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