Daniel Hoban (CRD# 1095185) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 41 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottdale, AZ | Aug 2009 - Current | 14 |
| Spectrum Financial | Troy, MI | Jan 2007 - Current | 17 |
| Spectrum Financial Resources, LLC | Troy, MI | Jun 2006 - Current | 17 |
| Daniel Hoban | Troy, MI | Jul 2005 - Current | 18 |
| Daniel Hoban | Troy, MI | May 2020 - May 2022 | 2 |
| Spectrumfr Tax Service | Troy, MI | Jan 2016 - Jul 2019 | 3 |
| Spectrumfr Tax Service | Troy, MI | Jan 2016 - Jul 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- MI
- TX
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts1,046ACCOUNTS
-
Average Account Value$188,713
- 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
- Selection of other advisers (including private fund managers)
- Other
MI, TX
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