Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Albert Neil is a financial advisor with over 20 years of experience in the financial services industry. Daniel currently works at FLC Capital Advisors, an independent registered investment advisor, as an investment advisor representative. Daniel has been registered with the Securities and Exchange Commission (SEC) since 2002. Daniel is a Certified Financial Planner (CFP). Daniel has a broad range of experience and provides financial planning, portfolio management and selection of other advisors to individuals, high-net-worth individuals, and corporations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
04/08/2019 - Present
FLC Capital Advisors (PALM DESERT CA)
CA
12/04/2001 - 06/14/2024
SECURITIES AMERICA, INC. (PALM DESERT CA)
MN
12/08/2000 - 02/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/2000 - 02/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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