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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 Mark Laimon is a registered investment advisor representative with Trivant Custom Portfolio Group LLC, located in San Diego, California. Daniel Mark Laimon is a licensed investment advisor in California and Texas, holding a Series 65 license. Daniel Mark Laimon has been with the firm since November 2003 and specializes in providing portfolio management services for individuals and 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.
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.
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.
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CA
04/16/2020 - Present
Trivant Custom Portfolio Group LLC (SAN DIEGO CA)
IA
Issued 03/01/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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