Danielle
Alcide

Range Finance, Inc

CRD#5730661
Investment Advisor
in Huntersville, NC

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About this Advisor

Danielle Alcide is a certified financial planner who works out of Huntersville, North Carolina who has 1 year of relevant experience. Alcide is an employee of Range Finance, Inc. Throughout their career, they have worked at Vanguard, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Facet Wealth and Pylon Inc. Alcide maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Range Finance, Inc is a registered investment firm based out of Mc Lean, VA. Range Finance, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on the services. However, fees charged by Range Finance, Inc may include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

Huntersville, NC

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Range Finance, Inc Brokerage Details

Total Number of Employees

12

NC Average: 32

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Danielle Alcide Work History

Danielle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pylon Inc

2021 - 2022 (1 year)

Facet Wealth

2015 - 2021 (6 years)

Tiaa

2015 - 2021 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2015 (1 year)

J.P. Morgan Securities LLC

2014 - 2015 (1 year)

Jpmorgan Chase Bank Na

2011 - 2014 (3 years)

Vanguard

*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 Danielle Alcide 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 Range Finance, Inc

Graham Versaw
Pittsburgh, PA
Danielle Alcide
Huntersville, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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