Danniele Barker, financial advisor Jackson MS

Danniele Barker

CRD Number: 4891719
Current Firm: Park Avenue Securities LLC

Danniele Barker (CRD# 4891719) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jackson, MS and has over 11 years of experience in the finance industry.

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Mag Cap
Company Name Location Dates Years
Park Avenue Securities, LLC Jackson, MS Feb 2018 - Current 2
Guardian Life Insurance Co Of America Jackson, MS Dec 2017 - Current 2
Steven Dugal Ridgeland, MS Nov 2016 - Dec 2017 1
Northwestern Mutual Investment Services, LLC Jackson, MS Jan 2014 - Dec 2017 3
Lee Fortenberrry Jackson, MS Jan 2014 - Oct 2016 2
Northwestern Investment Services LLC Harrisburg, PA Mar 2008 - Dec 2013 5
Lee M. Fortenberry Harrisburg, PA Mar 2007 - Dec 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Danniele M. Barker
Phone Number: 1-888-600-4667
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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