Overview

I am motivated and have lots of unused capacity. Your clients will get a great deal of my attention and great service since I only service 40 households at this time. I have been in our business for 30 years and have the CIMA designation and MBA. I have industry experience in many capacities and you can feel good that your clients will be in very professional hands. I live in Tampa area and will travel anywhere in the state. I was a wholesaler for 20 years and worked everyday with financial advisors to help them grow their practice throughout the southeast. Please give me a chance to meet with you in person to discuss.
Dan Daley

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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