Daniel Anderson
Daniel Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensburg, IN, with 23 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
1035 North Lincoln Street, Greensburg, IN, 47240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the SVP - Chief Wealth Management Officer at JCB Bank, dedicating about half of his time to this role. He is also a Program Manager and Officer - Vice President at JCB Investment Services, spending about a quarter of his time in this position.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations8 states
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