| Advisor Profile |
 |
| Name: |
Daniel Dodgen |
| Phone Number: |
(714) 855-3059 |
| Website: |
Visit Website
|
|
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| My goal is to provide families and business owners with assistance in reaching their definition of financial freedom. With over 17 years of experience, I have the skills and knowledge required to meet my client's established goals. My personal goal is to become a lifetime resource for each and every client. |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
17
|
|
| |
|
|
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Annuities, Stocks, Alternative Investments, Bonds
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65, Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Chartered Life Underwriter, National Association of Insurance & Financial Advisors
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
Compensation & Fees |
| Additional Details on Charges: |
Fees depend on scope of services provided.
|
|
| |
|
| |
| |
| Prepared By: |
Daniel Dodgen |
| Most Recent Update: |
07/08/2008 |
|
|
