Daniel
Padden
Arbor Point Advisors
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About this Advisor
Daniel Padden is a financial advisor based out of Wheeling, West Virginia, with 5 years of industry experience. Padden currently works for Arbor Point Advisors. Padden has gained experience at Mountain Supply And Service, Dalton Strategic Investment Services Inc, Securities America Inc, Securities America Advisors and Arbor Point Advisors. Padden maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in West Virginia. Arbor Point Advisors is a firm based in La Vista, NE. The company has offices in 138 locations and a total of 1,844 people on staff. It handles $6 billion in total assets across its 30,789 accounts, placing it among the biggest firms in the country by assets under management. Of its 30,789 accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as 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 typically depend on which services are offered. However, fees billed by Arbor Point Advisors may 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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Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
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
Daniel Padden Work History
Daniel has been registered as a financial advisor for 5 years.*
Arbor Point Advisors
Securities America Inc
Securities America Advisors
Dalton Strategic Investment Services Inc
Mountain Supply And Service
*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 Padden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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