Daniel Geehan (CRD# 4043359) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Fort Worth, TX and has over 24 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Independence Square Holdings, LLC | King Of Prussia, PA | Apr 2022 - Current | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2011 - Apr 2022 | 11 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2011 - Apr 2022 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2000 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- TX
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts3,402ACCOUNTS
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Average Account Value$337,050
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA
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