Daniel
Dague
Prosperity Wealth Management, Inc
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About this Advisor
Daniel Dague is a financial advisor based out of Alliance, Ohio who has 3 years of industry experience. Dague is an advisor for Prosperity Wealth Management, Inc. Dague has gained experience at Investment Network, Buckeye Tax Service, Prosperity Wealth Management Inc and Fortune Financial Services, Inc. Dague has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Ohio. Prosperity Wealth Management, Inc is an advisory company that has its headquarters in San Ramon, CA. The investment advisory business has offices in 42 locations and a total of 50 people on staff. It oversees $217 million in assets under management across its 1,330 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,330 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Prosperity Wealth Management, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which service is provided. However, fees billed by Prosperity Wealth Management, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Dague Work History
Daniel has been registered as a financial advisor for 3 years.*
Prosperity Wealth Management Inc
Fortune Financial Services, Inc
Buckeye Tax Service
Investment Network
*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 Dague 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 Prosperity Wealth Management, Inc
San Ramon, CA
Shreveport, LA
San Ramon, CA
San Diego, CA
San Ramon, CA
Marietta, GA
Souderton, PA
San Ramon, CA
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