linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Paul Gale

King Wealth Management Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Paul Gale

Daniel Gale is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. Daniel has over 20 years of experience in the financial services industry. Daniel is registered with the state of New York. Daniel specializes in providing financial planning, portfolio management for businesses and individuals. In addition to being a financial advisor, Daniel is also a soccer club coach and a Notary Public.

Firm Information

Daniel Gale is currently registered with King Wealth Management Group, LLC. King Wealth Management Group, LLC is a Naples, FL-based investment advisory firm with $931,335,129 in regulatory assets under management. They primarily serve high-net-worth individuals, corporations, and individuals other than high-net-worth, and they offer financial planning and portfolio management services for individuals and businesses. The firm has 7 investment advisor representatives and is registered with the SEC.
King Wealth Management Group, LLC

4851 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$931.34M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Gale’s Registration & Firm History

NY

05/30/2021 - Present

King Wealth Management Group, LLC (Saratoga Springs NY)

NY

02/03/2012 - 01/12/2018

PURSHE KAPLAN STERLING INVESTMENTS (SARATOGA SPRINGS NY)

NY

06/01/2009 - 02/08/2012

MORGAN STANLEY SMITH BARNEY (SARATOGA SPRINGS NY)

NY

10/23/2003 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SARATOGA SPRINGS NY)

NY

09/25/2000 - 11/14/2003

QUICK & REILLY, INC. (NEW YORK NY)

MA

03/16/2000 - 09/25/2000

FIS SECURITIES, INC. (BOSTON MA)

Not sure if Daniel Paul Gale is right for you?

Licenses & Designations

IA

Issued 03/09/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Paul Gale.
Not sure if Daniel Paul Gale is right for you?