Daniel Adams
Daniel Adams is a CFP-designated registered investment advisor at Ceg Life Financial Services, based in Monroe, WA, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
CEG Life Financial Services offers to review a client’s plan and financial situation on an annual or more frequent basis, according to a client’s preference, to provide additional advice, offer products and services, and to update their financial plan as needed.
Location
Monroe, WA
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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 is the owner/agent of CEG Life Insurance Services, an insurance agency, and spends full-time on administration, sales, and service. He is also the uncompensated vice president of Capital Enhancement Group, dedicating minimal time to administration.
Employment History
Current Registrations
Ceg Life Financial Services
State Registrations1 state
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.