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Paul Keith McDaniel

Colorado Financial Service Corp.

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About Paul Keith McDaniel

Paul McDaniel is a financial professional with over 30 years of experience in the industry. Paul is currently a registered representative with Colorado Financial Service Corp., a firm that has been actively serving clients in the Lynchburg area since 2010. Prior to his role with Colorado Financial Service Corp., Paul was registered with AMERICAN CLASSIC SECURITIES, INC. Paul holds a Series 6, Series 26, and Series 63 licenses.

Firm Information

Paul McDaniel is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul McDaniel’s Registration & Firm History

VA

10/11/2010 - Present

Colorado Financial Service Corp. (LYNCHBURG VA)

VA

05/13/1992 - 10/07/2010

AMERICAN CLASSIC SECURITIES, INC. (LYNCHBURG VA)

NA

04/10/1992 - 05/04/1992

AMERICAN CLASSIC SECURITIES, INC.

GA

10/09/1985 - 04/08/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Keith McDaniel.
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