Daniel Lattimer (CRD# 7555339) is an Investment Advisor Representative working at Blacktower Financial Management (us) LLC in Andasol Marbella Malaga, and has over 2 years of experience in the finance industry.
CRD# 7683052
Blacktower Financial Management (us) LLC
CRD# 7688056
Blacktower Financial Management (us) LLC
CRD# 7685457
Blacktower Financial Management (us) LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blacktower Financial Management (us) LLC | Sheffield, | Feb 2022 - Current | 2 |
| Sjb Global | Marbella, | Jul 2018 - Current | 5 |
| Aviva | Sheffield, | Apr 2007 - Jun 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- TX
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$578,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, TX, VA, WA
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