Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thornton is a financial advisor with Concord Wealth Partners, based in Abingdon, VA. Daniel has been in the industry since September 2000 and has worked with a number of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Daniel is a registered investment advisor (IA) in Virginia. Daniel Thornton provides financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for 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.
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.
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VA
12/07/2020 - Present
Concord Wealth Partners (ABINGDON VA)
VA
09/06/2000 - 12/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
BOTH
Issued 09/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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