Daniel
Mccurdy

Mariner Independent Advisor Network, LLC

CRD#6361133
Investment Advisor
in Rocklin, CA

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About this Advisor

Daniel Mccurdy is a certified financial planner and chartered financial consultant who works in Rocklin, California who has 6 years of relevant experience. Mccurdy is an employee of Mariner Independent Advisor Network, LLC. Throughout their career, Mccurdy has worked at Edward Jones, Bank Of America, Lpl Financial, LLC, Western Wealth Management LLC and Strategic Wealth Advisors Group, LLC. Mccurdy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Mariner Independent Advisor Network, LLC is a company that has its headquarters in Leawood, KS. The company has offices in 94 locations and a total of 237 employees. It has $6 billion in assets across its 24,608 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 73 charitable organizations. Of its 24,608 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on the type of services. However, fees billed by Mariner Independent Advisor Network, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6520 Lonetree Blvd. Suite 108
Rocklin, CA 95765

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Mariner Independent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,257,201,836

CA Average: $2,243,162,756
Total Number of Employees

237

CA Average: 44
Total Number of Accounts

24,608

CA Average: 4,091
Average Account Size

$254,275

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Daniel Mccurdy Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Strategic Wealth Advisors Group, LLC

2016 - Present (8 years)

Lpl Financial, LLC

2016 - 2016 (< 1 year)

Western Wealth Management LLC

2014 - 2016 (2 years)

Edward Jones

1999 - 2014 (15 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Mccurdy 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 Mariner Independent Advisor Network, LLC

Sandra Swanson
San Jose, CA
Alexander Izmailov
Danville, CA
Jesse Ettlin
Grass Valley, CA
Joseph Gass
Windsor, CA
Stuart Arakelian
San Ramon, CA
Kathy Conlin
Walnut Creek, CA
Jessica Meunier
Redwood City, CA
Brennan Kurtela
Stanford, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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