Daniel Vandergriff (CRD# 3127102) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 25 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Noble Private Wealth, LLC | North Richland Hills, TX | Jun 2019 - Current | 4 |
| Cs Planning Corp. | Portland, OR | Jun 2019 - Current | 4 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jun 2019 | < 1 |
| Fidelity Brokerage Services LLC | Dallas, TX | Jun 1998 - Jun 2019 | 21 |
| Strategic Advisers Llc (fidelity) | Dallas, TX | Sep 2001 - Jul 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- TX
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- 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
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
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