Daniel Giddens (CRD# 1207944) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Vernon, WA and has over 40 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 2375862
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Mt. Vernon, WA | Jun 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Mt. Vernon, WA | Jun 2024 - Current | < 1 |
| Arbor Point Advisors | Mercer Island, WA | Nov 2020 - Current | 3 |
| Securities America, Inc. | Mt. Vernon, WA | Nov 2020 - Jun 2024 | 3 |
| Securities America Advisors, Inc. | Mercer Island, WA | Nov 2020 - Jun 2024 | 3 |
| Kms Financial Services, Inc. | Seattle, WA | Apr 2014 - Nov 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- TX
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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