Dan Goldie Financial Services LLC
Dan Goldie Financial Services LLC (CRD# 149887) is a financial advisory firm headquartered in Palo Alto, CA. They manage $715,000,000 in 1,170 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management715MILLION
Total Number of Accounts1,170ACCOUNTS
Average Account Value$611,111
- 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
CA, NY, TX, WA
Daniel Goldie (CRD# 1506632) is an Investment Advisor Representative working at Dan Goldie Financial Services LLC in Palo Alto, CA and has over 30 years of experience in the finance industry. Daniel Goldie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dirk Gilliard (CRD# 2132341) is an Investment Advisor Representative working at Dan Goldie Financial Services LLC in Palo Alto, CA and has over 22 years of experience in the finance industry.