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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 Thill is a registered Investment Advisor Representative with Capital Analysts. Daniel has been working in the financial industry since 1990 and has been with Capital Analysts since 2012. Prior to working at Capital Analysts, Daniel worked for Lincoln Financial Advisors Corporation, Capital Analysts, Incorporated, The Lincoln National Life Insurance Company, Cigna Financial Advisors, Inc, Mutual Service Corporation, and Seacoast Investor Services, Inc. Daniel offers portfolio management services for individuals and businesses, as well as pension consulting and the selection of other advisors. He is registered to provide investment advisory services in Florida. Daniel has a total of 74 clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Daniel's firm, Capital Analysts, is headquartered in Fort Washington, Pennsylvania and has approximately 7.1 billion dollars in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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
FL
06/25/2012 - Present
Capital Analysts (ORLANDO FL)
FL
05/01/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (ORLANDO FL)
FL
06/01/1998 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (ORLANDO FL)
IN
02/13/2003 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/01/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
09/01/1992 - 02/07/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
08/06/1990 - 09/11/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IN
04/24/1990 - 07/05/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
03/24/1987 - 06/11/1987
SEACOAST INVESTOR SERVICES, INC.
BC
Issued 06/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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