Danielle
Banks
Sofi Wealth LLC
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About this Advisor
Danielle Banks is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Danielle has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Tramichi, Southeast Adventure Outfitters, Mellow Mushroom, King And Prince/Mmi Hospitality Group, Emerald Princess, Peak Pursuits, Cilantro's, Kennesaw Mountain Highschool, College Of Costal Georgia, Sofi Securities, LLC, and Sofi Wealth, LLC. Danielle has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Danielle is part of Sofi Wealth LLC, which operates out of Jacksonville, Florida. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Danielle Banks Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Tramichi
Mellow Mushroom
King And Prince/Mmi Hospitality Group
Emerald Princess
Southeast Adventure Outfitters
Cilantro'S
Peak Pursuits
College Of Costal Georgia
Kennesaw Mountain Highschool
Disclosures
Please visit the SEC profile of Danielle Banks 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 Sofi Wealth LLC
San Francisco, CA
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
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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