Daniel
Condon
Brokers International Financial Services, LLC
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About this Advisor
Daniel Condon is a financial advisor operating out of Urbandale, Iowa with 1 year of relevant experience. Condon is currently employed by Brokers International Financial Services, LLC. Over the course of their career, they have held roles at American Senior Benefits, Lincoln Investment, Genworth Financial, Capital Analysts and Brokers International Financial Services. Condon has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in Connecticut and Texas. Brokers International Financial Services, LLC is a financial advisory firm operating out of Urbandale, IA. The company has offices in 120 locations and a total of 224 people on staff. It controls $1 billion in assets among its 9,114 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 9,114 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. Brokers International Financial Services, LLC has a number of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on which services the firm provides the client. However, fee types charged by Brokers International Financial Services, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Condon Work History
Daniel has been registered as a financial advisor for 1 years.*
Brokers International Financial Services
American Senior Benefits
Lincoln Investment
Capital Analysts
Lincoln Investment
Genworth Financial
*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 Daniel Condon 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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