Daniel
Darnell
Osaic Wealth, Inc
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About this Advisor
Daniel Darnell is a financial advisor based in Blowing Rock, North Carolina, working with Osaic Wealth, Inc. Daniel has previously held positions at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Cambridge Investment Research, Inc, Asset Planning Corporation, and Royal Alliance Associates, Inc. Daniel has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Daniel is part of Osaic Wealth, Inc, which operates out of Blowing Rock, North Carolina. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Darnell Work History
Royal Alliance Associates, Inc
Cambridge Investment Research, Inc
Asset Planning Corporation
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Daniel Darnell 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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