Daniel Friedman
Daniel Friedman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Resaca, GA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Resaca, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
E*trade Securities LLCBroker
Spencer-Winston Securities CorporationBroker
Bishop, Rosen & CO., INC.Broker
Citicorp Investment ServicesBroker
Cibc World Markets CORP.Broker
Coleman & Company Securities, INC.Broker
Drake & Company, INC.Broker
Paragon Capital MarketsBroker
Hornblower & Weeks, INC.Broker
State Registrations2 states
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