Amy Daniels, financial advisor Vernal UT
93 score

Amy Daniels

CRD Number: 2008820
Current Firm: Andina Family Offices

Amy Daniels (CRD# 2008820) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Andina Capital Management, LLC Lehi, UT Apr 2014 - Current 2
Unemployed Vernal, UT Feb 2013 - Apr 2014 1
Linsco/private Ledger Corp Vernal, UT Sep 2007 - Feb 2013 5
Xcu Capital Corporation Inc. Salt Lake City, UT Feb 2004 - Sep 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Dec 1989
Contact Info for Amy J. Daniels
Phone Number: 801-949-2475
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $370,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, UT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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