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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 Raymond Evans is an investment advisor representative with Equity Services, Inc. based in WINCHESTER, VA. Daniel has been in the industry since 2014 and holds the Series 65 license. Daniel Evans has a total of 11,558 clients and manages $2,124,751,345 in assets. Daniel Evans specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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VA
08/21/2024 - Present
Equity Services, Inc. (WINCHESTER VA)
IA
Issued 03/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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