Daniel Needs, financial advisor Worthington OH
87 score

Daniel Needs

CRD Number: 5902442
Current Firm: Primerica Advisors

Daniel Needs (CRD# 5902442) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Worthington OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Worthington OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Worthington OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Company Name Location Dates Years
Pfs Investments Inc. Worthington, OH Jun 2011 - Current 5
Primerica Financial Services Worthington, OH Feb 2010 - Current 6
Self-employed Perrysburg, OH Feb 2008 - Current 8
Bmc Capital Maumee, OH Sep 2006 - Feb 2008 1
Self-employed Rossford, OH May 2006 - Sep 2006 < 1

Daniel Needs has no recent exams reported.
Contact Info for Daniel Needs
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Needs and other advisors.
BADGES
87
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.