The Advisory Firm
The Advisory Firm (CRD# 139125) is a financial advisory firm headquartered in Alpharetta, GA. They manage $30,000,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$214,286
- 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
James Daniel (CRD# 4567065) is an Investment Advisor Representative working at The Advisory Firm in Alpharetta, GA and has over 15 years of experience in the finance industry. James Daniel 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.