Daniel Twogood
Daniel Twogood is a registered investment advisor at Twogood Financial Services, INC., based in Scottsdale, AZ, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Twogood Financial Services does not directly manage investments. Instead, they refer clients to EverSource Wealth Advisors, who manages the investments. EverSource pays Twogood Financial Services a referral fee. The combined fee paid to Twogood Financial Services and EverSource will not exceed 2.0% annually of the value of the client assets being managed by EverSource, and will in most cases be well below that number.
Location
14500 N. Northsight Boulevard, Suite 313, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling non-variable insurance products and spends minimal time on this. He also owns Twogood Financial Services, Inc., a solicitation-only RIA, dedicating about 10-20% of his time, and is a member of several LLCs related to real estate and a life insurance policy.
Employment History
Current Registrations
Twogood Financial Services, INC.
Eversource Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Ffp Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 states
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.