Dan Goldie Financial Services LLC

Dan Goldie Financial Services LLC (CRD# 149887) is a financial advisory firm headquartered in Palo Alto, CA. They manage $874,488,735 in 1,177 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    874
    MILLION
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $742,981
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Dan Goldie Financial Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel C. Goldie
CRD#: 1506632
2409 Park Blvd, Palo Alto, CA 94306
96
Wealthminder
score

Daniel Goldie (CRD# 1506632) is an Investment Advisor Representative working at Dan Goldie Financial Services LLC in Palo Alto, CA and has over 31 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.

2
David Magnuson
CRD#: 6895494
345 Lorton Avenue, Suite 201, Burlingame, CA 94010
90
Wealthminder
score

David Magnuson (CRD# 6895494) is an Investment Advisor Representative working at Dan Goldie Financial Services LLC in Burlingame, CA and has 1 year of experience in the finance industry. David Magnuson 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.

3
Dirk G. Gilliard
CRD#: 2132341
2409 Park Blvd, Palo Alto, CA 94306
73
Wealthminder
score

Dirk Gilliard (CRD# 2132341) is an Investment Advisor Representative working at Dan Goldie Financial Services LLC in Palo Alto, CA and has over 23 years of experience in the finance industry.

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