FD
FD

Frederick Daniels

13 Years of Experience
Conshohocken, PA
Broker

Frederick Daniels is a registered investment advisor at Raymond James & Associates, INC., based in Conshohocken, PA, with 13 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

300 Conshohocken State Rd, Ste 400, Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2014 - August 2020 · 6 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2013 - August 2020 · 7 yrs 6 mos
State Registrations24 states
AZCACOCTDCDEFLGAILMAMDMIMNNCNJNYPARISCTNTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.