Daniel Savas
Daniel Savas is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Barrington, IL, with 25 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
33 W. Higgins Road, Suite 2050, South Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an independent contractor for Heritage Partners, Inc., where he acts as a branch manager, dedicating about half of his time to this role. He also owns Savas Financial, Inc., a support company for financial advisor production, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Fp Financial Services, INC.
Linsco/private Ledger CORP.Broker
State Registrations20 states
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