Daniel McNichol (CRD# 1665814) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 36 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suncoast Equity Management, LLC | Tampa, FL | Apr 2020 - Current | 4 |
| Snow Capital Management, LP | Sewickley, PA | Oct 2001 - Mar 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
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Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts1,361ACCOUNTS
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Average Account Value$1,002,792
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
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