Randall Daniel
Randall Daniel is a registered investment advisor at Center for Wealth Management Advisory, based in Land O Lakes, FL, with 18 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 568 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM offers investment management through Custom Investment Management I (CIM I) and Custom Investment Management II (CIM II). The maximum annual management fee for both programs is 2.5%. Fees are negotiable and based on the complexity of your financial situation, the services provided, and the value of the assets in your account. Fees are paid quarterly in advance, automatically deducted from your account.
Location
Land O Lakes, FL
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Regulatory History (1)
Customer Dispute
November 2011Other Business Activities
Randall provides investment advisory services through Center for Wealth Management LLC, dedicating full-time hours to this activity. He also serves as a board member for Relief for Kids in Haiti and is an owner/member of Daniel Family Estate, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Center for Wealth Management Advisory
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Edward JonesBroker
Edward Jones
Private Client Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Hbw Securities LLCBroker
Thrivent Investment Management INC.Broker
State Registrations2 states
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.