Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Raymond George is a financial advisor with Captrust, a firm that has over 852 billion dollars in assets under management. Daniel has been in the industry since 1999, and specializes in investment advisory services, financial planning, and portfolio management. Daniel is a Chartered Financial Analyst (CFA) and is registered with the state of Illinois and Texas. Daniel's experience in the financial industry allows Daniel to provide a wide range of services to individuals, families, and businesses.
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.
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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IL
11/18/2021 - Present
Captrust (Chicago IL)
Active
Inactive
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