Daniel
Southworth
Arete Wealth Advisors, LLC
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About this Advisor
Daniel Southworth is a financial advisor based in Ponte Vedra Beach, Florida, working with Arete Wealth Advisors, LLC. Daniel has previously held positions at Florida State College At Jacksonville, Summit Brokerage Services, Summit Financial Group, Atlantic Beach Assembly Of God, Cetera Advisor Networks LLC, Arete Wealth Management LLC, Arete Wealth Advisor LLC, Mckinley Wealth, and Apex Pinnacle Investments And Planning. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Georgia, Maryland, Massachusetts, Virginia, and Washington. Currently, Daniel is part of Arete Wealth Advisors, LLC, which operates out of Ponte Vedra Beach, Florida. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. 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 other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,672,456,687
130
5,251
$508,942
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
- Other
Daniel Southworth Work History
Arete Wealth Management LLC
Arete Wealth Advisor LLC
Mckinley Wealth
Apex Pinnacle Investments And Planning
Cetera Advisor Networks LLC
Summit Brokerage Services
Summit Financial Group
Atlantic Beach Assembly Of God
Florida State College At Jacksonville
Disclosures
Please visit the SEC profile of Daniel Southworth 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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