Daniel Halle (CRD# 2723463) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warren, PA and has over 27 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 4146223
Ubs Financial Services Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Buffalo, NY | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Buffalo, NY | Jun 2015 - Current | 8 |
| P & A Group | Buffalo, NY | May 2015 - Current | 8 |
| Nfp Advisor Services, LLC | Austin, TX | Jun 2015 - Apr 2016 | < 1 |
| Lpl Financial | Pittsburgh, PA | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- NY
- PA
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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