DH
DH

Daniel Hendricks

11 Years of Experience
Orlando, FL
Broker

Daniel Hendricks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5950 Hazeltine National Drive, Suite 630, Orlando, FL, 32822

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works full-time with Advisor Advocate, Level Four Advisory Services, LLC, advocating for Level Four advisors and registered representatives during market hours. This is his primary role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.Broker
December 2025 - Present · 7 mos
Previous Registrations
Level Four Advisory Services
January 2023 - November 2025 · 2 yrs 10 mos
Level Four Financial, LLCBroker
January 2023 - November 2025 · 2 yrs 10 mos
Citigroup Global Markets INC.
January 2022 - April 2022 · 3 mos
Citigroup Global Markets INC.Broker
January 2022 - April 2022 · 3 mos
Verity Investments, INC.Broker
January 2021 - January 2022 · 1 yr
Verity Asset Management
December 2020 - January 2022 · 1 yr 1 mo
Bb&t Securities, LLCBroker
August 2018 - July 2020 · 1 yr 11 mos
Bb&t Securities, LLC
August 2018 - July 2020 · 1 yr 11 mos
Prudential Financial Planning Services
March 2015 - August 2018 · 3 yrs 5 mos
Pruco Securities, LLC.Broker
February 2015 - August 2018 · 3 yrs 6 mos
Waddell & Reed
August 2013 - February 2015 · 1 yr 6 mos
Waddell & ReedBroker
May 2013 - February 2015 · 1 yr 9 mos
TD Ameritrade, INC.Broker
August 2012 - December 2012 · 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.