Daniel Advisors (CRD# 143592) is a financial advisory firm headquartered in Norcross, GA. They manage $68,230,000 in 54 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$1,263,519
- 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
FL, GA, NC, TN, TX
Gregory Sloan (CRD# 2657584) is an Investment Advisor Representative working at Daniel Advisors in Duluth, GA and has over 22 years of experience in the finance industry. Gregory Sloan 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.
Elizabeth Parris (CRD# 2648835) is an Investment Advisor Representative working at Daniel Advisors in Pearland, TX and has over 21 years of experience in the finance industry.
Thomas Ferguson (CRD# 4972001) is an Investment Advisor Representative working at Daniel Advisors in Norcross, GA and has 1 year of experience in the finance industry.