Garrett
Daniel
Securities America Advisors, Inc
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About this Advisor
Garrett Daniel is a financial advisor who works out of Franklin, Tennessee with a total of 3 years of industry experience. Daniel is on the advisory team at Securities America Advisors, Inc. The advisor has gained experience at Securian Financial Services Inc, Minnesota Life Insurance Co, Shoemaker Financial, J. Crew, Apple Inc, Techtronic Industries, University Of Tn, Securities America, Inc and Securities America Advisors. Daniel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Tennessee. Securities America Advisors, Inc is a financial advisory company that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It handles $38 billion in total assets among its 200,228 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc offers a wide range of services, including 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. Financial advisory fee schedules are based on which services the firm provides the client. Fees charged by Securities America Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
Garrett Daniel Work History
Garrett has been registered as a financial advisor for 3 years.*
Securities America, Inc
Securities America Advisors
Securian Financial Services Inc
Minnesota Life Insurance Co
Shoemaker Financial
Techtronic Industries
Apple Inc
J. Crew
University Of Tn
*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 Garrett Daniel 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 Securities America Advisors, Inc
Johnston, RI
Fresno, CA
Spokane, WA
Midvale, UT
La Vista, NE
Omaha, NE
La Vista, NE
Costa Mesa, CA
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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