DS
CFP
DS
CFP
Daniel Smith is a CFP-designated registered investment advisor, based in Orlando, FL, with 28 years of industry experience.
Location
7380 Sand Lake Road, Suite 405, Orlando, FL, 32819
Get directionsHistory
Regulatory History (1)
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Criminal
October 1992Final Disposition
Other Business ActivitiesSells Insurance
Daniel is the CEO and Managing Partner of Signature Wealth Partners, dedicating about 10-20% of his time to this role. He is also an agent for non-variable insurance through Signature Wealth Partners, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James Financial Services Advisors, INC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
September 2014 - November 2021 · 7 yrs 2 mos
MML Investors Services, LLCBroker
September 2014 - November 2021 · 7 yrs 2 mos
Northwestern Mutual Investment Services,llc
December 2006 - September 2014 · 7 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
November 1999 - January 2002 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
June 1997 - September 2014 · 17 yrs 3 mos
State Registrations36 states
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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.