Brian Daniel
Brian Daniel is a registered investment advisor at Raymond James & Associates, INC., based in Overland Park, KS, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Overland Park, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a member of B&D Realty LLC with his wife, owning it 50/50, since 2017. He spends a few hours per week on this rental real estate activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
George K. Baum & CompanyBroker
Bma Financial Services, INC.Broker
State Registrations19 states
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