Client First Financial Advisors, LLC

Client First Financial Advisors, LLC (CRD# 141995) is a financial advisory firm headquartered in , . They manage $1,857,522 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $265,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Client First Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel T. Jankelunas
CRD#: 2460695
Coral Springs, FL

Daniel Jankelunas (CRD# 2460695) is an Investment Advisor Representative working at Client First Financial Advisors, LLC in Coral Springs, FL and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.