Daniel
Sloan

Mcdonald & Hagen Wealth Management

CRD#1496530
Investment Advisor
in Montgomery, AL

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About this Advisor

Daniel Sloan is a certified financial planner working out of Montgomery, Alabama, who has been in the advisory business for 19 years. Sloan is an advisor for Mcdonald & Hagen Wealth Management. Throughout their career, they have worked at Morgan Keegan & Company, Inc, Lpl Financial LLC and Mcdonald & Hagen Wealth Management, LLC. Sloan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Mcdonald & Hagen Wealth Management is a financial advisory company that has its headquarters in Montgomery, Alabama. The company has offices in two locations and a total of 12 financial advisors. It has $342 million in total assets among its 997 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises four charitable organizations. Of its 997 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Mcdonald & Hagen Wealth Management likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

350 Leavell Circle
Montgomery, AL 36117

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Mcdonald & Hagen Wealth Management Brokerage Details

Total Assets Under Management

$341,934,986

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

997

AL Average: 1,560
Average Account Size

$342,964

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Sloan Work History

Daniel has 19 years of experience.

2016 - Present (5 years)

Mcdonald & Hagen Wealth Management, LLC

2011 - Present (10 years)

Lpl Financial LLC

2001 - 2011 (10 years)

Morgan Keegan & Company, Inc

Disclosures

Daniel Sloan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mcdonald & Hagen Wealth Management

Lisa Free
Montgomery, AL
Michael Barranco
Montgomery, AL
Jason Bryant
Montgomery, AL
Michael Barranco
Montgomery, AL
Carl Mcdonald
Montgomery, AL
Mary Smith
Montgomery, AL
James Perry
Montgomery, AL
Daniel Sloan
Montgomery, AL

This content was compiled from the SEC and FINRA.

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