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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Evan Davis is a financial advisor with Creative Planning. Daniel has been in the industry for over 20 years and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Daniel has a series 7, 9, 10, 31 and 65 licenses and is a Certified Financial Planner. Daniel is registered in Florida and Texas and previously was registered in Minnesota, Pennsylvania, and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
KS
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
FL
01/24/2011 - 09/10/2013
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
05/01/2013 - 05/01/2013
MOORS & CABOT, INC. (WINTER PARK FL)
FL
11/08/2006 - 01/25/2011
WELLS FARGO ADVISORS, LLC (ORANGE CITY FL)
FL
10/07/2002 - 11/06/2006
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
PA
05/31/2001 - 09/19/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
TX
10/05/2000 - 06/22/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
04/01/1999 - 07/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/01/1999 - 07/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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