Daniel McGowan, financial advisor Versailles KY
93 score

Daniel McGowan

CRD Number: 4545107
Current Firm: Pnc Investments

Daniel McGowan (CRD# 4545107) is an Investment Advisor Representative working at Pnc Investments in Versailles, KY and has over 14 years of experience in the finance industry.

Similar Advisors
George Pierce, financial advisor Versailles KY
George D. Pierce
CRD# 1515025
Pierce Financial Planning, Inc.
Score
101
Similar Advisors
Josh Ackerman, financial advisor Versailles KY
Josh K. Ackerman
CRD# 5157750
Context Financial LLC
Score
96
Similar Advisors
Mehrdad Bidarian, financial advisor Versailles KY
Mehrdad Bidarian
CRD# 2346547
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Pnc Investments Lexington, KY Apr 2010 - Current 6
Pnc Investments Lexington, KY Nov 2009 - Apr 2010 < 1
Natcity Investments, Inc. Louisville, KY Sep 2005 - Nov 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Daniel L. McGowan
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel McGowan and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.