![Daniel Linehan, financial advisor Hernando FL](/img/ws/profile-blank-sq.png)
Daniel Linehan (CRD# 1172344) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hernando, FL and has over 36 years of experience in the finance industry.
![Denise Adams-Mccauley, financial advisor Hernando FL](/img/ws/profile-blank-sq.png)
CRD# 2882852
Pnc Investments
![Tracy Alm, financial advisor Hernando FL](/img/ws/profile-blank-sq.png)
CRD# 3271499
Raymond James & Associates, Inc.
![Erick Arnett, financial advisor Hernando FL](/img/ws/profile-blank-sq.png)
CRD# 5007131
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Hernando, FL | Jan 2023 - Current | 1 |
Park Avenue Securities | Hernando, FL | Jan 2023 - Current | 1 |
Guardian Life Insurance Company | King Of Prussia, PA | Aug 2022 - Jan 2023 | < 1 |
Park Avenue Securities | King Of Prussia, PA | Aug 2022 - Jan 2023 | < 1 |
Guardian Life Insurance Company | Collegeville, PA | Feb 2002 - Aug 2022 | 20 |
Park Avenue Securities | Collegeville, PA | Feb 2002 - Aug 2022 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1987 |
- FL
- PA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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