Daniel Coblentz
Daniel Coblentz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Athens, AL, with 6 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
112 N. Jefferson St., Athens, AL, 35611
Get directionsHistory
Regulatory History (1)
Criminal
August 2000Other Business Activities
Daniel works as an associate/employee for both Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, starting in May 2022. He spends about half his time at each, discussing banking and investment needs with clients and referring them to a Raymond James Advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
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.