Allison Daniels is a registered investment advisor at Wells Fargo Advisors, based in Albany, GA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
613 Pointe North Blvd, Albany, GA, 31721
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allison serves on the Board of Trustees for Andrew College, dedicating minimal time. She also has ownership stakes in Marcus, Inman, and Daniels, as well as DWA, LLC, each requiring nearly full-time involvement.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations16 states
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