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).
Total Assets Under Management11MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$242,744
- 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
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.