DA
DA

Daniela Aljawad

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA, 90064

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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.

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Other Business ActivitiesSells Insurance

Daniela sells term life insurance and dedicates minimal time to it. She also works full-time as Director of Client Services at Monolithe Wealth Planning Group and as an IAR with NWF Advisory Services, and spends a few hours per week on administrative duties for Monolithe Tax & Accounting Services.

Employment History
Current Registrations
Nwf Advisory Services INC
September 2019 - Present · 6 yrs 5 mos
Osaic Wealth, INC.Broker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Voya Financial Advisors, INC.
August 2016 - September 2019 · 3 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2016 - September 2019 · 3 yrs 1 mo
Investors Capital Advisory
March 2014 - August 2016 · 2 yrs 5 mos
Investors Capital CORP.Broker
March 2014 - August 2016 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
October 2013 - November 2013 · 1 mo
Waddell & Reed
October 2013 - November 2013 · 1 mo
MML Investors Services, LLCBroker
May 2011 - November 2011 · 6 mos
MML Investors Services, LLC
April 2011 - November 2011 · 7 mos
New England SecuritiesBroker
November 2008 - October 2009 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniela Aljawad - Financial Advisor | TrueAdvisor