Daniel ObrienCRD Number: 1212090
Current Firm: Foresters Equity Services, Inc.
Daniel Obrien (CRD# 1212090) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in West Linn, OR and has over 32 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Foresters Equity Services, Inc.||Walnut Creek, CA||Oct 1991 - Current||25|
|Independent Order Of Foresters||Mountlake Terrace, WA||Jun 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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
- 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