Stifel, Nicolaus & Company, Inc
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About this Advisor
Daniel Emmons is a certified financial planner who works in Charlotte, North Carolina, who has been in the advisory business for 12 years. Emmons works at Stifel, Nicolaus & Company, Inc. Throughout their career, they have worked at The Vanguard Group Inc and Stifel Nicolaus & Co Inc. Emmons has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company headquartered in Charlotte, North Carolina. The company has offices in 362 locations and a total of 5,570 financial advisors. It manages $72 billion in total assets among its 188,394 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 852 charities and foundations. Of its 188,394 customer accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers a number of services, such as 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. Financial management fees largely depend on the type of services provided. However, fees billed by Stifel, Nicolaus & Company, Inc likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning 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 Emmons Work History
Daniel has 12 years of experience.
Stifel Nicolaus & Co Inc
The Vanguard Group Inc
Daniel Emmons has no disclosures.
Please visit their SEC profile for more details.