Daniela
Sanchez
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Daniela Sanchez is a financial advisor based in Lewisville, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Daniela has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Jones Lang Lasalle-Gradstaff, Dhl Global, and Drivetime Automotive Group. Daniela has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Daniela is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Lewisville, Texas. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 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, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniela Sanchez Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Jones Lang Lasalle-Gradstaff
Dhl Global
Drivetime Automotive Group
Disclosures
Please visit the SEC profile of Daniela Sanchez 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 Advice And Planning Services
Charlotte, NC
Frisco, TX
Denver, CO
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Milwaukie, OR
Lewisville, TX
Denver, CO
Charlotte, NC
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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.
