Daniel Doyle (CRD# 5069615) is an Investment Advisor Representative working at Oak Park Wealth Management LLC in Lakewood, OH and has over 18 years of experience in the finance industry. Daniel Doyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Park Wealth Management LLC | Westlake, OH | Oct 2014 - Current | 9 |
| Robbins Wealth Management | Erie, PA | Sep 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- OH
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Total Assets Under Management24MILLIONS
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Total Number of Accounts57ACCOUNTS
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Average Account Value$415,383
- 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)
OH
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