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Daniel Whalen Frick

FMP Wealth Advisers

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About Daniel Whalen Frick

Daniel Whalen Frick is a financial advisor with FMP Wealth Advisers in Lake Charles, LA. Daniel has been in the industry since 2007 and is registered with the state of Louisiana. He holds the Series 7 and 66 licenses and is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Daniel specializes in portfolio management for individuals and businesses, as well as financial planning, selection of other advisors, and portfolio management for pooled investment vehicles. Daniel was previously employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX.

Firm Information

Daniel Frick is currently registered with FMP Wealth Advisers. FMP Wealth Advisers is a registered investment advisor based in Austin, Texas. The firm offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. FMP Wealth Advisers manages approximately $951.97 million in assets for individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans.
FMP Wealth Advisers

6034 WEST COURTYARD DRIVE

AUSTIN, TX 78730

$951.97M

Assets Under Management

Not reported

Total Clients

11

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Daniel Frick’s Registration & Firm History

LA

09/05/2012 - Present

FMP Wealth Advisers (LAKE CHARLES LA)

TX

10/15/2007 - 08/21/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 11/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Whalen Frick.
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