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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 Crumpacker is a financial advisor with over 19 years of experience in the industry. He is currently registered with Osaic FA, Inc., and is based in Anchorage, AK. Daniel has previously worked with VALIC FINANCIAL ADVISORS, INC. and PFS INVESTMENTS INC.. He holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 65. He is also a Certified Financial Planner. Daniel's specializations include investment management for businesses, individuals, and pooled investment vehicles. He is known for offering a range of financial planning services, including retirement planning, education seminars, and selection of other advisors.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
AK
07/24/2020 - Present
Osaic FA, Inc. (ANCHORAGE AK)
AK
07/29/2004 - 05/10/2018
VALIC FINANCIAL ADVISORS, INC. (ANCHORAGE AK)
GA
07/02/2004 - 08/02/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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