William
Daniel
Grove Point Advisors, LLC
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About this Advisor
William Daniel is a financial advisor based in Oklahoma City, Oklahoma, working with Grove Point Advisors, LLC. William has previously held positions at H. Beck, Inc, Grove Point Advisors, LLC, and Grove Point Investments, LLC. William has passed the Series 63 regulatory exam and is registered to provide services in Oklahoma. Currently, William is part of Grove Point Advisors, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 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 Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,359,870,084
420
9,920
$237,890
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
William Daniel Work History
Grove Point Advisors, LLC
Grove Point Investments, LLC
H. Beck, Inc
Disclosures
Please visit the SEC profile of William Daniel 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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