Josiah
Mcdaniel
Apex Strategic Wealth, LLC
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About this Advisor
Josiah Mcdaniel is a financial advisor based in Chattanooga, Tennessee with 3 years of relevant experience. Mcdaniel is an advisor for Apex Strategic Wealth, LLC. Mcdaniel has gained experience at Faith Christian High School, Golden Springs Community Swim Club, Covenant College, Solomonwood LLC, Lpl Financial, LLC, Innovative Advisory Partners, LLC and Apex Strategic Wealth, LLC. Mcdaniel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Apex Strategic Wealth, LLC is a business that has its headquarters in Chattanooga, TN. It controls $146 million in assets between its 1,157 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 1,157 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely vary depending on which services are offered. However, fee types billed by Apex Strategic Wealth, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apex Strategic Wealth, LLC Brokerage Details
$146,219,800
8
1,157
$126,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Josiah Mcdaniel Work History
Josiah has been registered as a financial advisor for 3 years.*
Apex Strategic Wealth, LLC
Lpl Financial, LLC
Innovative Advisory Partners, LLC
Solomonwood LLC
Covenant College
Golden Springs Community Swim Club
Faith Christian High School
*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 Josiah Mcdaniel 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 Apex Strategic Wealth, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
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