Dolphin Financial Group
Dolphin Financial Group (CRD# 170160) is a financial advisory firm headquartered in Clearwater, FL. They manage $656,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$109,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Daniel Wendol (CRD# 4893262) is an Investment Advisor Representative working at Dolphin Financial Group in Clearwater, FL and has over 8 years of experience in the finance industry.
As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.
Host of Financially Tuned weekly radio show on the TanTalk Network in Clearwater Fl: http://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php