Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John-todd? Claim Your ProfileJohn-todd McDaniel is an Investment Advisor Representative associated with AE Wealth Management, LLC. John-todd is registered with the state of Louisiana and Texas. John-todd has been in the financial industry since 2012. John-todd is also the owner of McDaniel Wealth, LLC DBA McDaniel Financial, which provides insurance sales and services. John-todd's primary office location is at 6969 Fern Loop, Ste 203, Shreveport, LA 71105.
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.
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LA
03/01/2019 - Present
AE Wealth Management, LLC (Shreveport LA)
IA
Issued 05/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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