Daniel Clay
Daniel Clay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree City, GA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6000 Shakerag Hill, Ste 306, Peachtree City, GA, 30269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of CDK Wealth Management LLC, dedicating minimal time to it. He is also an associate/employee and financial advisor at CoWealth Advisors, spending about half his time on investment management.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations23 states
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