Unclaimed
Danny Brimhall is an investment advisor representative with Raymond James Financial Services Advisors, Inc., operating from the Mesa, AZ branch office. Danny has over 39 years of experience in the industry, having begun his career in 1984. Danny holds Series 7, 9, 10, 63, and 65 licenses. Danny is registered in 14 states. Danny is a principal of Brimhall Financial Group.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Meza AZ)
NY
07/31/1993 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/22/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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