Daniel Padden, financial advisor Wheeling WV
89 score

Daniel Padden

CRD Number: 6243784
Current Firm: Securities America Advisors, Inc.

Daniel Padden (CRD# 6243784) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wheeling, WV and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Anthony, financial advisor Wheeling WV
Thomas S. Anthony
CRD# 2497992
Anthony Investment Management, LLC
Score
96
Similar Advisors
Howard Bertram, financial advisor Wheeling WV
Howard J. Bertram
CRD# 4746325
Wesbanco Securities, Inc.
Score
96
Similar Advisors
Louis Costanzo, financial advisor Wheeling WV
Louis J. Costanzo
CRD# 1613791
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Securities America Inc. Wheeling, WV May 2014 - Current 2
Securities America Advisors Wheeling, WV May 2014 - Current 2
Dalton Strategic Investment Services Inc. Knightstown, IN Aug 2013 - May 2014 < 1
Mountain Supply And Service Triadelphia, WV Nov 2012 - Jun 2013 < 1
Mull Group Wheeling, WV Jun 2011 - Nov 2012 1
Mull Center Wheeling, WV Sep 2007 - Jun 2011 3
Bob Robinson Chevrolet Wheeling, WV Jun 2007 - Sep 2007 < 1
Anthony Wayne Corp. Wheeling, WV Sep 2006 - Jun 2007 < 1
Wheeling Central Catholic High School Wheeling, WV Aug 2003 - May 2007 3
Bob Robinson Chevrolet Wheeling, WV Jun 2006 - Aug 2006 < 1
Sampson Feed Store West Liberty, WV Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Daniel M. Padden
Phone Number: 402-399-9111
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Daniel Padden and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.