Daniel J. Disimile Cfp, LLC

Daniel J. Disimile Cfp, LLC (CRD# 150923) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $11,166,224 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $242,744
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

Financial Advisors at Daniel J. Disimile Cfp, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Disimile
CRD#: 1767055
Thousand Oaks, CA
61
Wealthminder
score

Daniel Disimile (CRD# 1767055) is an Investment Advisor Representative working at Daniel J. Disimile Cfp, LLC in Thousand Oaks, CA and has over 28 years of experience in the finance industry. Daniel Disimile 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.