Richard
Mcdaniel
William Blair
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About this Advisor
Richard Mcdaniel is a financial advisor based in San Francisco, California, working with William Blair. Richard has previously held positions at William Blair, First Republic Bank, Regions Bank, Walmart, University Of Southern Mississippi, Wells Fargo Bank, and Cracker Barrel Old Country Store. Richard has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Richard is part of William Blair, which operates out of San Francisco, California. The firm has 9 offices and 440 employees. The firm manages assets totaling $50.0 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, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at William Blair includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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William Blair Brokerage Details
$49,981,350,919
440
49,755
$1,004,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Richard Mcdaniel Work History
William Blair
First Republic Bank
Regions Bank
Walmart
University Of Southern Mississippi
Regions Bank
Wells Fargo Bank
Wells Fargo Bank
University Of Southern Mississippi
Cracker Barrel Old Country Store
Disclosures
Please visit the SEC profile of Richard Mcdaniel 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 William Blair & Company L.L.C
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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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