Daniel
Humphrey Jr.
Edelman Financial Engines
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About this Advisor
Daniel Humphrey Jr. is a financial advisor based in Charlotte, North Carolina, working with Edelman Financial Engines. Daniel has previously held positions at Pnc Investments, Financial Engines Advisors L.L.C, The Vanguard Group, Inc, and Prudential Insurance Company Of America. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Daniel is part of Edelman Financial Engines, which operates out of Charlotte, North Carolina. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Humphrey Jr. Work History
Financial Engines Advisors L.L.C
Pnc Investments
Pnc Investments
Prudential Insurance Company Of America
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Daniel Humphrey Jr. 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 Edelman Financial Engines
Columbus, OH
Uniondale, NY
Los Angeles, CA
Phoenix, AZ
Spokane Valley, WA
Federal Way, WA
Fort Worth, TX
Clifton Park, NY
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