Daniel Lebeau (CRD# 4844775) is an Investment Advisor Representative working at Hawke Financial Group in Meridian, ID and has over 19 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hawke Financial Group, LLC | Meridian, ID | Jul 2019 - Current | 4 |
| Lebeau & Associates, Chtd | Meridian, ID | Sep 1990 - Current | 33 |
| National Asset Management | Eagle, ID | Dec 2011 - Mar 2019 | 7 |
| National Securities Corp | Meridian, ID | Feb 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- ID
-
Total Assets Under Management198MILLIONS
-
Total Number of Accounts1,091ACCOUNTS
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Average Account Value$181,773
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, ID, OR, TX, UT, WA
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