Daniel Advisors

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).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $1,263,519
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.

FL, GA, NC, TN, TX

Financial Advisors at Daniel Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Gregory S. Sloan
CRD#: 2657584
3700 Crestwood Parkway, Suite Ll20, Duluth, GA 30096
96
Wealthminder
score

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.

2
Elizabeth N. Parris
CRD#: 2648835
Pearland, TX
93
Wealthminder
score

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.

3
Thomas H. Ferguson
CRD#: 4972001
3500 Parkway Lane, Suite 260, Norcross, GA 30092
90
Wealthminder
score

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.

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