Dan Edwards Investment Advisory Services, LLC

Dan Edwards Investment Advisory Services, LLC (CRD# 286259) is a financial advisory firm headquartered in , . They manage $3,615,029 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $903,757
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dan Edwards Investment Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel L. Edwards
CRD#: 6742795
Corte Madera, CA

Daniel Edwards (CRD# 6742795) is an Investment Advisor Representative working at Dan Edwards Investment Advisory Services, LLC in Corte Madera, CA and has over 7 years of experience in the finance industry.

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