Kevin McDaniel (CRD# 2249303) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 31 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Netlaw | Louisville, KY | Jan 2019 - Current | 5 |
| Platt College Los Angeles LLC | Riverside, CA | Sep 2017 - Current | 6 |
| Wealthwave | Duluth, GA | Jan 2016 - Current | 8 |
| International Education Corporation | Irvine, CA | Jun 2012 - Current | 11 |
| United Realty Center, Inc. Dba American Funding Center | Riverside, CA | Feb 2012 - Current | 12 |
| Transamerica Financial Advisors, Inc. | Orange, CA | Jan 2012 - Current | 12 |
| Cmg Mortgage | San Ramon, CA | Mar 2010 - Current | 14 |
| Mcdaniel Financial Services | Orange, CA | Aug 2009 - Current | 14 |
| Wealthy & Wise | Orange, CA | Aug 2009 - Current | 14 |
| Kevin Mcdaniel Financial Services Dba Healthy,wealthy & Wise | Orange, CA | Aug 2009 - Current | 14 |
| Wfg | Orange, CA | Jun 2001 - Current | 22 |
| Citadel Law Offices & Estate Planning | Newport Beach, CA | Aug 1996 - Current | 27 |
| Debtmerica, LLC | Santa Ana, CA | Aug 2012 - Nov 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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