Anthony Daniel (CRD# 5102145) is an Investment Advisor Representative working at Commonwealth Financial Network in Omaha, NE and has over 16 years of experience in the finance industry. Anthony Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nelson Murphy Insurance & Investments LLC | Omaha, NE | Sep 2023 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Sep 2023 - Current | < 1 |
| Securities America, Inc. | Omaha, NE | Jan 2021 - Sep 2023 | 2 |
| Securities America Advisors | Omaha, NE | Jan 2021 - Sep 2023 | 2 |
| Massmutual | Springfield, MA | Jun 2019 - Dec 2020 | 1 |
| Mml Distributors, LLC | Omaha, NE | Jun 2019 - Dec 2020 | 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Sep 2010 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- NE
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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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