Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McDaniel is a financial advisor with Allworth Financial, LP. Donald has been in the financial services industry since 2000 and has experience with a number of firms. Donald holds a Series 6, Series 7, Series 63 and Series 65 licenses. Donald is also a Certified Financial Planner.
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.
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.
1
2
NM
06/02/2022 - Present
Allworth Financial, LP (ALBUQUERQUE NM)
NM
03/22/2011 - 04/16/2012
BANCWEST INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
NM
01/21/2011 - 03/22/2011
WILBANKS SECURITIES, INC. (ALBUQUERQUE NM)
NM
10/05/2009 - 07/06/2010
ALLSTATE FINANCIAL SERVICES, LLC (ALBUQUERQUE NM)
NM
06/27/2006 - 11/16/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NM
10/19/2004 - 01/18/2005
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
AZ
10/14/2003 - 09/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MN
08/04/2000 - 10/09/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CO
07/03/2000 - 08/04/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
CO
06/22/2000 - 07/03/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
06/05/2000 - 06/19/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Donald McDaniel is the right advisor for you? Invested Better is here to help.
