Danniele Barker (CRD# 4891719) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jackson, MS and has over 15 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Crestview, FL | Dec 2020 - Current | 3 |
| Guardian Life Insurance | Crestview, FL | Dec 2020 - Current | 3 |
| Park Avenue Securities, LLC | Jackson, MS | Feb 2018 - Dec 2020 | 2 |
| Guardian Life Insurance Co Of America | Jackson, MS | Dec 2017 - Dec 2020 | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- FL
- MS
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
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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