Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lagan is a financial advisor with Congress Asset Management Company, LLP. Daniel is registered with the state of Massachusetts as an Investment Advisor Representative. Daniel is also registered with the state of Texas as an Investment Advisor Representative but on a resident basis only. Daniel has been with Congress Asset Management Company, LLP since July 1999.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/24/2006 - Present
Congress Asset Management Company, LLP (BOSTON MA)
IA
Issued 04/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Daniel Lagan is the right advisor for you? Invested Better is here to help.
