Randall
Daniel
Center For Wealth Management Advisory
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About this Advisor
Randall Daniel is a financial advisor operating out of Land O Lakes, Florida with a total of 5 years of industry experience. Daniel is an advisor for Center For Wealth Management Advisory. Their career trajectory has included roles at Edward Jones, Metlife Securities Inc, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Center For Wealth Management LLC and Lpl Financial LLC. Daniel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Center For Wealth Management Advisory is an advisory company operating in Land O Lakes, Florida. The investment advisory business has offices in three locations and a total of six advisors. It has $172 million in total assets across its 1,286 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,286 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management largely are based on the type of financial services provided. However, fee types billed by Center For Wealth Management Advisory can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Center For Wealth Management Advisory Brokerage Details
$172,150,649
6
1,286
$133,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Randall Daniel Work History
Randall has been registered as a financial advisor for 5 years.*
Center For Wealth Management LLC
Lpl Financial LLC
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Metlife Securities Inc
Edward Jones
*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 Randall 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 Center For Wealth Management Advisory
Milford, OH
Land O Lakes, FL
Milford, OH
Milford, OH
Milford, OH
Milford, OH
Dayton, OH
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