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Danniel Justin Wexler

McManus Cooper

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About Danniel Justin Wexler

Danniel Wexler is a registered investment advisor representative in California. Danniel has been working in the financial services industry since 2010 and currently works for McManus Cooper. Danniel has experience working for several firms including Lincoln Financial Securities Corporation, Principal Securities, Inc., and LPL Financial LLC.

Firm Information

Danniel Wexler is currently registered with McManus Cooper. McManus Cooper is a financial advisory firm based in Irvine, CA, with over 40 licensed agents and investment advisor representatives. They provide a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage over $2.5 billion in assets and participate in wrap fee programs.
McManus Cooper

9870 RESEARCH DRIVE

IRVINE, CA 92618

$2.56B

Assets Under Management

17

Total Clients

50

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Solicitor/referral fees

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Danniel Wexler’s Registration & Firm History

CA

11/12/2021 - Present

McManus Cooper (IRVINE CA)

CA

01/26/2018 - 02/25/2019

LINCOLN FINANCIAL SECURITIES CORPORATION (NEWPORT BEACH CA)

CA

11/11/2015 - 11/21/2017

PRINCIPAL SECURITIES, INC. (IRVINE CA)

CA

01/17/2013 - 11/16/2015

LPL FINANCIAL LLC (ONTARIO CA)

CA

11/05/2010 - 01/02/2013

WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 11/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danniel Justin Wexler.
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