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Daniel Hungerford

2 Years of Experience
Weatherford, TX

Daniel Hungerford is a registered investment advisor at George, Morgan & Sneed, P.C., based in Weatherford, TX, with 2 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

George, Morgan & Sneed, P.C. does not directly manage your investments. Instead, they recommend other investment advisors to you. GMS receives a portion of the advisory fee that Raymond James charges you, specifically 20%. This arrangement does not increase the management fee you pay.

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Location

1849 Wall St, Weatherford, TX, 76086

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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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Other Business Activities

Daniel is a CPA at the accounting firm George, Morgan & Sneed, P.C.

Employment History
Current Registrations
George, Morgan & Sneed, P.C.
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
TX
Advisor

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.