Daniel
Archer
Act Wealth Management, LLC
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About this Advisor
Daniel Archer is a certified financial planner based out of Allen, Texas with a total of 13 years of industry experience. Archer works at Act Wealth Management, LLC. They have spent the entirety of their employment at Act Wealth Management, Llc. Archer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Mexico and Texas. Act Wealth Management, LLC is a financial advisory firm operating out of Allen, TX. The firm has just four advisors. It handles $332 million in total assets among its 445 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 445 customer accounts, 76% are held by high-net-worth clients who have more than $1 million in assets. Act Wealth Management, Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Act Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Act Wealth Management, LLC Brokerage Details
$332,389,465
4
445
$746,943
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Daniel Archer Work History
Daniel has been registered as a financial advisor for 13 years.*
Act Wealth Management, LLC
*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 Archer 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 Act Wealth Management, LLC
Allen, TX
Allen, TX
Allen, TX
Allen, TX
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.
