Timothy DanielCRD Number: 5879292
Current Firm: First Trust Advisors LP
Timothy Daniel (CRD# 5879292) is an Investment Advisor Representative working at First Trust Advisors LP in Prosper, TX and has over 11 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Fortune Wealth Management, LLC
|First Trust Portfolios LP||Wheaton, IL||Jan 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management223,555MILLIONS
Total Number of Accounts3,363ACCOUNTS
Average Account Value$66,474,874
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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