Christopher Daniels (CRD# 6842029) is an Investment Advisor Representative working at Axio Consulting Group in West Columbia, SC and has over 6 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axio Wealth Management, Inc. | West Columbia, SC | Mar 2021 - Current | 3 |
| Penserv Plan Service, Inc. | West Columbia, SC | Aug 2020 - Feb 2021 | < 1 |
| Bank Of America, N.a | Honolulu, HI | Apr 2019 - May 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu, HI | Mar 2019 - May 2020 | 1 |
| Cadinha & Company, LLC | Honolulu, HI | Nov 2018 - Mar 2019 | < 1 |
| Prudential Insurance Company Of America | Honolulu, HI | Nov 2017 - Nov 2018 | 1 |
| Pruco Securities LLC | Honolulu, HI | Jul 2017 - Nov 2018 | 1 |
| Uber | Honolulu, HI | Jan 2016 - Mar 2018 | 2 |
| University Of Hawaii | Honolulu, HI | Aug 2015 - Dec 2017 | 2 |
| Unemployed | Dover, NH | Jan 2015 - Jul 2015 | < 1 |
| Dover Brickhouse | Dover, NH | Jan 2013 - Dec 2014 | 1 |
| Unversity Of New Hampshire Peter T Paul School Of Business And E | Durham, NH | Jan 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IL
- LA
- MA
- PA
- SC
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$914,509
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, LA, MA, PA, SC, TX
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