Daniel ForakerCRD Number: 5120702
Current Firm: Coastal Investment Advisors
Daniel Foraker (CRD# 5120702) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 15 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Coastal Equities, Inc.||Wilmington, DE||Feb 2020 - Current||1|
|Coastal Investment Advisors||Wilmington, DE||Feb 2020 - Current||1|
|Morgan Stanely & Company, LLC||Baltimore, MD||Feb 2019 - Feb 2020||1|
|Capital One Investing, LLC||Wilmington, DE||Dec 2008 - Feb 2019||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
Total Assets Under Management657MILLIONS
Total Number of Accounts2,517ACCOUNTS
Average Account Value$260,859
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV, WY
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