Daniel CoyleCRD Number: 5060253
Current Firm: Edward Jones
Daniel Coyle (CRD# 5060253) is an Investment Advisor Representative working at Edward Jones in Seffner, FL and has over 15 years of experience in the finance industry.
Commonwealth Financial Network
Raymond James & Associates, Inc.
Truist Advisory Services, Inc.
|Edward Jones||St. Louis, MO||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- 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
- Pension consulting services
- 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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