Daniel Neiman (CRD# 4649480) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Solutions Wealth Managment LLC | Williamsville, NY | Dec 2009 - Current | 14 |
| Neiman Funds Management LLC | Williamsville, NY | Dec 2009 - Current | 14 |
- CA
-
Total Assets Under Management954MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$162,409
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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