Daniel Uribe is a registered investment advisor at Private Advisor Group, LLC, based in Harrisonburg, VA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
544 South Main Street, Harrisonburg, VA, 22801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved with Good Wealth Management Inc. for tax/investment purposes and provides investment advisory services through Private Advisor Group, dedicating about half his time to the latter. He also owns SDG Food, LLC (a pizza franchise) and GWM Properties, LLC (real estate rental), dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations23 states
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