Unclaimed
Daniel Christopher Downes is an investment advisor representative with Luther King Capital Management Corp. Daniel has been in the industry since 2000. Daniel is registered in Texas and has passed the Series 7 and Series 63 exams. Daniel is a Chartered Financial Analyst. Daniel's firm is registered with the SEC. Luther King Capital Management Corp. provides portfolio management for individuals, businesses, and investment companies. The firm specializes in financial planning, investment consulting, and portfolio management for charitable organizations. They also provide investment advice to pooled investment vehicles.
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.
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.
Investment consulting services/non-discretionary investment advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/24/2014 - Present
Luther King Capital Management Corp. (FORT WORTH TX)
IL
12/20/2000 - 09/01/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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