Daniel
Pimental

Alignment Financial Group

CRD#2196343
Investment Advisor
in Exeter, NH

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About this Advisor

Daniel Pimental is a financial advisor based in Exeter, New Hampshire, working with Alignment Financial Group. Daniel has previously held positions at Raymond James Financial Service Advisors, Inc, Insurance-Non Variable, Wells Fargo Advisors Financial Network, LLC, and Alignment Financial Group, LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire. Currently, Daniel is part of Alignment Financial Group, which operates out of Exeter, New Hampshire. The firm has one employee and manages assets totaling $315.7 million. The services offered by the firm include 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 Alignment Financial Group includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

167 Water Street
Exeter, NH 03833

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Alignment Financial Group Brokerage Details

Total Assets Under Management

$315,730,420

Total Number of Employees

1

Total Number of Accounts

41

Average Account Size

$7,700,742

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

Daniel Pimental Work History

2009 - Present (15 years)

Alignment Financial Group, LLC

2015 - 2021 (6 years)

Wells Fargo Advisors Financial Network, LLC

2012 - 2015 (3 years)

Insurance-Non Variable

2009 - 2015 (6 years)

Raymond James Financial Service Advisors, Inc

Disclosures

Please visit the SEC profile of Daniel Pimental 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 Alignment Financial Group

Daniel Pimental
Exeter, NH

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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