Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith McDaniel is a financial advisor at Allworth Financial, LP. Judith has been in the financial services industry for over 40 years, and has a strong background in financial planning, investment management, and insurance. Judith works with a variety of clients, including individuals, families, businesses, and charitable organizations. Judith is committed to providing her clients with personalized financial advice and guidance. Judith has a deep understanding of the financial markets and is dedicated to helping her clients achieve their financial goals.
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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2
CA
04/26/2023 - Present
Allworth Financial, LP (FOLSOM CA)
KS
11/07/2005 - 04/20/2023
CETERA ADVISOR NETWORKS LLC (LAWRENCE KS)
PA
06/10/2003 - 12/01/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MA
05/16/2001 - 05/30/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
11/06/2000 - 05/17/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
CA
02/18/1994 - 11/06/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/02/1988 - 02/26/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/26/1985 - 12/31/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/20/1980 - 04/25/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 03/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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