Daniel NeedsCRD 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.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses