Daniel Green
Daniel Green is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 32 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4876 S Apopka Vineland Rd, Orlando, FL, 32819
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2010Customer Dispute
May 2004Customer Dispute
August 1999Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Olde Discount CorporationBroker
Joseph Charles & Assoc., INC.Broker
State Registrations18 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.
Exams
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