Daniel Capote (CRD# 2755025) is an Investment Advisor Representative working at Mml Investors Services, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Phoenix, AZ | Apr 2019 - Current | 5 |
| Massmutual Greater Phoenix | Scottsdale, AZ | Feb 2019 - Current | 5 |
| Mutual Of Omaha Insurance Company | Phoenix, AZ | Mar 2018 - Feb 2019 | < 1 |
| Mutual Of Omaha Investor Services | Phoenix, AZ | Mar 2018 - Feb 2019 | < 1 |
| Bankers Trust | Phoenix, AZ | Oct 2015 - Mar 2018 | 2 |
| J.p. Morgan Securities LLC | Phoenix, AZ | Oct 2012 - Oct 2015 | 3 |
| Jpmorgan Chase Bank Na | Phoenix, AZ | Nov 2010 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | Apr 2019 |
- AZ
- TX
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Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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