Daniel Frankel (CRD# 2694767) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 17 years of experience in the finance industry.
CRD# 2648643
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6905985
Edward Jones
CRD# 1257320
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Rockland, MA | Nov 2016 - Current | 7 |
| Lpl Financial, LLC | Waltham, MA | Nov 2016 - Current | 7 |
| Ellis Insurance Agency, Inc. | Natick, MA | Feb 2008 - Current | 16 |
| Lincoln Financial Advisors | Natick, MA | Dec 2009 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- MA
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Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- 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
- Pension consulting services
- 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, VT, WA, WI, WV, WY
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