Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDaniel is an Investment Advisor Representative registered with Compass ION Advisors, LLC. Matthew has been in the industry since 2017 and holds a Series 65 license. Matthew provides Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Matthew McDaniel is also a Tax Preparer and Planner for McDaniel Tax Advisory LLC and is a Financial Planner for Fiduciary Advisor Support LLC.
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.
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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TN
10/08/2021 - Present
Compass ION Advisors, LLC (POWELL TN)
IA
Issued 05/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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