Daniel
Mcgurl
Fortis Capital Advisors, LLC
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About this Advisor
Daniel Mcgurl is a financial advisor based in Prairie Village, Kansas, working with Fortis Capital Advisors, LLC. Daniel has previously held positions at Sentinel Benefits & Financial Group, Gettysburg College, Phillips Academy, Patriot Properties, West End Johnnies, Massmutual Life Insurance Co, Mml Investors Services, LLC, and Fortis Capital Advisors, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Daniel is part of Fortis Capital Advisors, LLC, which operates out of Prairie Village, Kansas. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Fortis Capital Advisors, LLC Brokerage Details
$331,804,625
36
1,024
$324,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Mcgurl Work History
Fortis Capital Advisors, LLC
Mml Investors Services, LLC
Massmutual Life Insurance Co
Sentinel Benefits & Financial Group
Patriot Properties
West End Johnnies
Gettysburg College
Phillips Academy
Disclosures
Please visit the SEC profile of Daniel Mcgurl 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 Fortis Capital Advisors, LLC
Prairie Village, KS
Prairie Village, KS
Barrington, IL
Prairie Village, KS
Southington, CT
Prairie Village, KS
Brooklyn, NY
Prairie Village, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
