Daniel Mcquesten is a CFP-designated registered investment advisor, based in Garden City, ID, with 17 years of industry experience.
Location
5663 N. Glenwood St., Suite 101, Garden City, ID, 83714
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel owns rental real estate and is an officer (CEO and President) of DWM LLC, dedicating about half his time to the latter. Daniel is also an agent for non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations23 states
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