Daniel Parnes is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
105 East Oak, Unit 1A, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel owns 50% of a rental property in Washington DC since 2011, dedicating minimal time. He is also a trustee for his parent's trust in Bozeman, MT, dedicating no time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations13 states
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