Daniel
Haber
Evoke Advisors
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About this Advisor
Daniel Haber is a financial advisor based in Los Angeles, California, working with Evoke Advisors. Daniel has previously held positions at American United Life, Oneamerica Securities, Capital Group, Tesla Motors, and Evoke Advisors. Daniel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas, California, Colorado, Idaho, New Jersey, New York, Ohio, South Dakota, Texas, and Wyoming. Currently, Daniel is part of Evoke Advisors, which operates out of Los Angeles, California. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$13,362,939,383
63
9,915
$1,347,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Haber Work History
Evoke Advisors
American United Life
Oneamerica Securities
Capital Group
Tesla Motors
Disclosures
Please visit the SEC profile of Daniel Haber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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