Danielle Obrien
Danielle Obrien is a registered investment advisor at Primerica Advisors, based in Loganville, GA, with 21 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
Loganville, GA
Get directionsHistory
Regulatory History (5)
Financial
January 2022Financial
October 2021Financial
August 2021Financial
February 2021Financial
January 2021Other Business Activities
Danielle was involved in the management/operations of investment-related products with Insignia Investment Services until 2017. Danielle also worked at The Children's Place and Home Depot in the past.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
Previous Registrations
LPL Financial LLCBroker
Morgan StanleyBroker
Girard Securities, INC.Broker
VALIC Financial Advisors, INC.Broker
Tower Square Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Ruth MixonPrimerica Advisors