Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dougherty is a financial advisor registered with Independent Financial Group, LLC and Dougherty & Associates Financial Advisors, Inc. Daniel has been a financial advisor for 7 years and is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Daniel can help clients with financial planning, pension consulting and selection of other advisors. Daniel is registered in 20 states. Daniel's firm Independent Financial Group, LLC has been in business since 1981 and is a full-service financial advisor. They have offices in San Diego, California, Buffalo, Minnesota and other locations. Dougherty & Associates Financial Advisors, Inc. is located in Buffalo, Minnesota. The firm has over 100 employees and manages over $6 billion in assets. Daniel has over $6.7 billion in 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/04/2020 - Present
Independent Financial Group, LLC (BUFFALO MN)
BOTH
Issued 10/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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