DM
DM
Daniel Mccalpin
11 Years of Experience
Atlanta, GA
Broker
Daniel Mccalpin is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 11 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
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Location
Atlanta, GA
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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.
August 2019 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.
August 2019 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2016 - August 2019 · 3 yrs 5 mos
Cambridge Investment Research, INC.Broker
March 2016 - August 2019 · 3 yrs 5 mos
Waddell & Reed
August 2014 - February 2016 · 1 yr 6 mos
Waddell & ReedBroker
July 2014 - February 2016 · 1 yr 7 mos
State Registrations11 states
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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.