Zachary Daniels
CRD Number: 5525754Current Firm: United Planners' Financial Services Of America A Limited Partner
Zachary Daniels (CRD# 5525754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wallingford, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Aug 2020 - Current | 3 |
| Tribute Financial | Wallingford, CT | Mar 2020 - Current | 4 |
| Testament, LLC | Wentzville, MO | Mar 2020 - Current | 4 |
| Keystone Building | Wallingford, CT | Mar 2020 - Current | 4 |
| Zachary Daniels | Wallingford, CT | Mar 2020 - Current | 4 |
| Reclaim Christian Church | Ansonia, CT | Mar 2020 - Mar 2022 | 2 |
| Securities America, Inc. | Wallingford, CT | Jul 2020 - Aug 2020 | < 1 |
| Securities America Advisors, Inc. | Wallingford, CT | Jul 2020 - Aug 2020 | < 1 |
| Investacorp Inc. | Miami, FL | Aug 2015 - Jul 2020 | 4 |
| Investacorp Advisory Services | Miami, FL | Aug 2015 - Jul 2020 | 4 |
| Lpl | Waterbury, CT | Dec 2013 - Jul 2015 | 1 |
| Webster Bank | Waterbury, CT | Jun 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CT
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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