Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McDaniel is an investment advisor representative with Mutual Of Omaha Investor Services, Inc.. Richard McDaniel has been in the industry since May 15, 1983 and is currently registered in 16 states. Richard McDaniel is also a licensed insurance agent selling group health, life, dental, disability and vision.
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.
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.
Promoter fees and third party money manager fees
1
2
CA
07/25/2022 - Present
Mutual OF Omaha Investor Services, Inc. (CONCORD CA)
BC
Issued 08/01/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard McDaniel is the right advisor for you? Invested Better is here to help.
