Daniel Dame, financial advisor Cape Coral FL
76 score

Daniel Dame

CRD Number: 1206871
Current Firm: Pmg Wealth Management

Daniel Dame (CRD# 1206871) is an Investment Advisor Representative working at Pmg Wealth Management in Cape Coral, FL and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pmg Wealth Management, Inc. Hawthorn Woods, IL Nov 2016 - Current 1
Lpl Financial LLC Buffalo Grove, IL Sep 2009 - Current 8
Mutual Service Corp Buffalo Grove, IL Feb 2009 - Sep 2009 < 1
Metropolitan Life Ins. Company Arlington Height, IL Aug 1999 - Feb 2009 9
Metlife Securites Inc. Arlington Height, IL Aug 1999 - Feb 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Jan 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Daniel R. Dame
Phone Number: 847-550-6100
Firm Website: http://www.pmgwealth.com
Registered State(s):
  • CA
  • TX
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $181,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, IL, TX

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BADGES
76

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