Daniel
Joyce
Westpark Capital, Inc
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About this Advisor
Daniel Joyce is a financial advisor based out of New York, New York with a total of 5 years of industry experience. Joyce is an advisor for Westpark Capital, Inc. During their career, the advisor has held roles at Linsco/Private Ledger Corp, Scf Securities, Inc and Scf Investment Advisors, Inc. Joyce holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Florida, New Jersey and New York. Westpark Capital, Inc is a financial advisory firm that has its headquarters in Los Angeles, CA. It has offices in three locations and a total of 13 advisors. It has $35 million in total assets among its 241 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 241 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Westpark Capital, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westpark Capital, Inc Brokerage Details
$35,149,433
13
241
$145,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Joyce Work History
Daniel has been registered as a financial advisor for 5 years.*
Scf Securities, Inc
Scf Investment Advisors, Inc
Linsco/Private Ledger Corp
*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 Joyce 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 Westpark Capital, Inc
Newport Beach, CA
Newport Beach, CA
Detroit Lakes, MN
Boca Raton, FL
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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