Daniel
Thill

Capital Analysts

CRD#1636327
Investment Advisor
in Orlando, FL

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About this Advisor

Daniel Thill is a financial advisor based in Orlando, Florida, working with Capital Analysts. Daniel has previously held positions at Lincoln Financial Advisors Corporation, Capital Analysts Inc, and Lincoln Investment. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Capital Analysts, which operates out of Orlando, Florida. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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, Fixed Fees

Office Location

1710 W Colonial Drive
Orlando, FL 32804

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Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

FL Average: $15,833,994,310
Total Number of Employees

705

FL Average: 41
Total Number of Accounts

22,363

FL Average: 3,342
Average Account Size

$317,306

FL Average: $4,737,880

Investment Advisory Services

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

Daniel Thill Work History

2012 - Present (12 years)

Lincoln Investment

2006 - Present (18 years)

Capital Analysts Inc

1998 - Present (26 years)

Lincoln Financial Advisors Corporation

Disclosures

Please visit the SEC profile of Daniel Thill 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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James Shannon
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Susan Wanamaker
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Jordan Perdigao
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