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Christopher A. Daniels

Axio Consulting Group

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About Christopher A. Daniels

Christopher Daniels is an Investment Advisor Representative with Axio Consulting Group. Christopher has been in the industry since 2017 and holds a Series 6, 7, 63, 65 and SIE licenses. Christopher has experience with Pension Consulting, Portfolio Management for Businesses and Portfolio Management for Individuals. Christopher has been registered with Axio Consulting Group since 2021, and has previously been employed by Prudential Insurance Company of America, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and Pruco Securities, LLC.

Firm Information

Christopher Daniels is currently registered with Axio Consulting Group. Axio Consulting Group is an investment advisor registered with the SEC. They primarily serve pension and profit-sharing plans and state or municipal government entities, managing approximately $38.41 million in assets. Their services include portfolio management for businesses and individuals, as well as pension consulting.

$38.41M

Assets Under Management

1

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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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percentage of assets

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

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other

Percentage of advised assets

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Christopher Daniels’s Registration & Firm History

SC

03/17/2021 - Present

Axio Consulting Group (WEST COLUMBIA SC)

HI

04/18/2019 - 04/28/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)

HI

09/20/2017 - 11/29/2018

PRUCO SECURITIES, LLC. (HONOLULU HI)

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Licenses & Designations

IA

Issued 12/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher A. Daniels.
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