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Brian Dale Daniels

Prosperity Wealth Management, Inc.

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About Brian Dale Daniels

Brian Daniels is a financial advisor registered with Prosperity Wealth Management, Inc.. Brian Daniels has 16 years of experience in the securities industry. Brian Daniels has passed exams for Series 6, Series 26, Series 51, Series 63 and Series 65. Brian Daniels is registered to provide investment advice in 17 states and the District of Columbia. Brian Daniels specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Brian Daniels is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Brian Daniels’s Registration & Firm History

PA

01/03/2020 - Present

Prosperity Wealth Management, Inc. (New Brighton PA)

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Licenses & Designations

IA

Issued 12/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/04/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Dale Daniels.
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