Daniel
Malcolm
Sequent Planning, LLC
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About this Advisor
Daniel Malcolm is a financial advisor based in Lansing, Michigan, working with Sequent Planning, LLC. Daniel has previously held a position at First National Bank Of America. Daniel has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Daniel is part of Sequent Planning, LLC, which operates out of Lansing, Michigan. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 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, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Malcolm Work History
First National Bank Of America
Disclosures
Please visit the SEC profile of Daniel Malcolm 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 Sequent Planning, LLC
Scottsdale, AZ
Lansing, MI
Omaha, NE
Stuart, FL
Idaho Falls, ID
Saratoga Springs, NY
Omaha, NE
Rothschild, WI
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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