Eric Danner (CRD# 3102007) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in West Des Moines, IA and has over 22 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 5482072
Principal Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Covington, KY | Jun 2021 - Current | 2 |
Legacy Financial Group | Des Moines, IA | Sep 2019 - Jun 2021 | 1 |
Brokers International Financial Services | Urbandale, IA | Sep 2019 - Jun 2021 | 1 |
Charles Schwab & Company, Inc. | Des Moines, IA | Jul 2016 - Aug 2019 | 3 |
Charles Schwab Bank | Des Moines, IA | Jul 2016 - Aug 2019 | 3 |
Morgan Stanley | Des Moines, IA | Aug 2015 - Jun 2016 | < 1 |
Schwab Private Client Inv. Adv., Inc. | Lone Tree, CO | Jan 2012 - Jul 2015 | 3 |
Charles Schwab & Co, Inc. | Lone Tree, CO | Apr 2006 - Jul 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2001 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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