Daniel Disimile (CRD# 1767055) is an Investment Advisor Representative working at Daniel J. Disimile Cfp, LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry. Daniel Disimile has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daniel J. Disimile Cfp, LLC | Thousand Oaks, CA | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
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- CA
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Total Assets Under Management28MILLIONS
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Total Number of Accounts121ACCOUNTS
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Average Account Value$231,837
- 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
CA
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