Daniel Carney (CRD# 841972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 42 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | South Kingstown, RI | Feb 2024 - Current | < 1 |
| Janney Montgomery Scott LLC | South Kingstown, RI | Oct 2014 - Feb 2024 | 9 |
| Jpmorgan Chase Bank, N.a. | Providence, RI | Oct 2010 - Oct 2014 | 4 |
| J.p. Morgan Securities LLC | Providence, RI | Oct 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1981 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- RI
- SC
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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