Danniel
Wexler
Cooper Mcmanus
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About this Advisor
Danniel Wexler is a financial advisor based in Irvine, California, working with Cooper Mcmanus. Danniel has previously held positions at Citizens Business Bank, Lpl Financial LLC, Principal Life Insurance Company, Princor Financial Services Corporation, Lincoln Financial Securities Corporation, Cooper Mcmanus Wealth Management, and Sabbatical. Danniel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Danniel is part of Cooper Mcmanus, which operates out of Irvine, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,575,058,662
49
4,577
$344,125
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Danniel Wexler Work History
Cooper Mcmanus Wealth Management
Sabbatical
Lincoln Financial Securities Corporation
Principal Life Insurance Company
Princor Financial Services Corporation
Lpl Financial LLC
Citizens Business Bank
Disclosures
Please visit the SEC profile of Danniel Wexler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Walnut Creek, CA
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