Ashley
Daniel
United Advisors America
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About this Advisor
Ashley Daniel is a financial advisor working in Bradenton, Florida, with 6 years of industry experience. Daniel is currently employed by United Advisors America. During their career, Daniel has held roles at Alliance America Corporation and United Advisors America Corporation. Daniel maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Florida and Texas. United Advisors America is an advisory business based in Prosper, TX. It has $194 million in assets among its 1,893 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,893 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. United Advisors America has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually are based on the financial services provided. Fee types charged by United Advisors America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$193,671,859
28
1,893
$102,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ashley Daniel Work History
Ashley has been registered as a financial advisor for 6 years.*
United Advisors America Corporation
Alliance America Corporation
*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 Ashley Daniel 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 United Advisors America
Bloomington, MN
Prosper, TX
St. Paul, MN
Atlanta, GA
Prosper, TX
Prosper, TX
Prosper, TX
Bradenton, FL
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