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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 James Bickel is an investment advisor representative at Corient. Daniel has been in the industry since 2011 and has a Series 65 license. Daniel is registered to provide investment advisory services in California and Texas. Daniel has previously worked with CIPW Service Company, LLC, Cost Segregation Authority, Corient Capital Partners, LLC, Captrust, The Church of Jesus Christ of Latter Day Saints, Olympus High, and Corient Services LLC. Daniel specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Daniel's firm, Corient, is a Registered Investment Adviser (RIA) with a total of 1341 clients and $118,191,936,095 in regulatory assets under management. Corient provides a range of investment advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/21/2023 - Present
Corient (NEWPORT BEACH CA)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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