Daniel Owens (CRD# 5581725) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life Group | Tallahassee, FL | Mar 2019 - Current | 5 |
| Equity Services, Inc. | Montpelier, VT | Mar 2019 - Current | 5 |
| Hd Vest Advisory Services | Tallahassee, FL | Jan 2016 - Mar 2019 | 3 |
| Hd Vest Investment Services | Tallahassee, FL | Nov 2014 - Mar 2019 | 4 |
| Hd Vest Insurance Agency | Irving, TX | Nov 2014 - Mar 2019 | 4 |
| North Florida Financial Corp. | Tallahassee, FL | Nov 2008 - Dec 2014 | 6 |
| Park Avenue Security | Tallahassee, FL | Dec 2008 - Nov 2014 | 5 |
| Guardian Life Insurance Company Of America | Tallahassee, FL | Sep 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- FL
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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