Larry
Mcdaniel
Wealthharbor Capital Group, LLC
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About this Advisor
Larry Mcdaniel is a financial advisor based in Ocala, Florida, working with Wealthharbor Capital Group, LLC. Larry has previously held positions at Lw Mcdaniel Financial Services, Wealthharbor Capital Group, LLC, and Principal Life Ins Co. Larry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Larry is part of Wealthharbor Capital Group, LLC, which operates out of Ocala, Florida. The firm has 6 employees and manages assets totaling $292.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthharbor Capital Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthharbor Capital Group, LLC Brokerage Details
$292,556,055
6
360
$812,656
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Larry Mcdaniel Work History
Wealthharbor Capital Group, LLC
Principal Life Ins Co
Lw Mcdaniel Financial Services
Disclosures
Please visit the SEC profile of Larry 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 Wealthharbor Capital Group, LLC
Metairie, LA
Metairie, LA
Ocean Springs, MS
Metairie, LA
Metairie, LA
Ocala, FL
Ocean Springs, MS
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