Daniel Mahle (CRD# 1161521) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, TX and has over 20 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Arlington, TX | Jul 2021 - Current | 2 |
| Sanjeev Kumar | Southlake, TX | Aug 2014 - Current | 9 |
| Joda Realty Group | The Colony, TX | Oct 2017 - Jul 2021 | 3 |
| Waddell & Reed Inc. | Arlington, TX | Dec 2012 - Jul 2021 | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | The Colony, TX | Dec 2012 - Jul 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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