linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bart Patrick Daniel

Advisors Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bart? Claim Your Profile

About Bart Patrick Daniel

Bart Patrick Daniel is an investment professional with over 20 years of experience in the financial industry. Bart has held various roles at firms such as Valubond Securities, Inc. and Bond Express, Inc. in Atlanta, Georgia, and currently works for Advisors Asset Management, Inc. in Boerne, Texas. Bart holds licenses in several states, including Colorado and Texas, and has a wide range of qualifications including the Series 7, 24, 63, 79TO, 99TO, and SIE exams. Bart’s expertise includes investment banking, operations, and general securities.

Firm Information

Bart Daniel is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bart Daniel’s Registration & Firm History

TX

09/05/2003 - Present

Advisors Asset Management, Inc. (BOERNE TX)

GA

09/05/2001 - 07/25/2003

VALUBOND SECURITIES, INC. (ATLANTA GA)

GA

03/08/2001 - 09/05/2001

BOND EXPRESS, INC. (ATLANTA GA)

Not sure if Bart Patrick Daniel is right for you?

Licenses & Designations

BC

Issued 07/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bart Patrick Daniel.
Not sure if Bart Patrick Daniel is right for you?