![Patrice Daniels, financial advisor Katy TX](/img/ws/profile-blank-sq.png)
Patrice Daniels (CRD# 4536039) is an Investment Advisor Representative working at Primerica Advisors in Katy, TX and has over 17 years of experience in the finance industry.
![Matthew Goff, financial advisor Katy TX](/img/ws/profile-blank-sq.png)
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
![Joni Abalos, financial advisor Katy TX](/img/ws/profile-blank-sq.png)
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Molina Healthcare | Long Beach, CA | Mar 2016 - Current | 8 |
Pfs Investments Inc. | Torrance, CA | Apr 2006 - Current | 18 |
Primerica Financial Services | Torrance, CA | Nov 2000 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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