DM
DM

Daniel Mceachern

18 Years of Experience
Mishawaka, IN
Broker

Daniel Mceachern is a registered investment advisor at Raymond James & Associates, INC., based in Mishawaka, IN, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

4215 Edison Lakes Pkwy, Suite 300, Mishawaka, IN, 46545

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.
June 2025 - Present · 1 yr 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2014 - June 2025 · 11 yrs 5 mos
J.P. Morgan Securities LLC
January 2014 - June 2025 · 11 yrs 5 mos
Fifth Third Securities, INC.Broker
July 2012 - January 2014 · 1 yr 6 mos
Fifth Third Securities, INC.
July 2012 - January 2014 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - July 2012 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2009 - July 2012 · 2 yrs 11 mos
UBS Financial Services INC.
August 2007 - August 2009 · 2 yrs
UBS Financial Services INC.Broker
July 2007 - August 2009 · 2 yrs 1 mo
State Registrations14 states
ARAZFLGAINKYMINCNJNYOHTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.