DT
Daniel J. Twogood
EVERSOURCE WEALTH ADVISORS
Scottsdale, AZ 85260
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CRD#: 2418705
DT
Professional summary
Daniel Jay Twogood, who also goes by Dan J Twogood, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Scottsdale, Arizona and TWOGOOD FINANCIAL SERVICES, INC. located in Scottsdale, Arizona.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Daniel has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan J Twogood
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
All of Mr. Twogood's other business activities are conducted at 14500 N. Northsight Blvd., Suite 313, Scottsdale, AZ 85260, unless stated otherwise. (1) Since 2007, Dan Twogood has been an independent insurance agent selling non-variable insurance products. He spends approximately 4 hours per month on this activity, all during trading hours. This is an investment-related business activity. (2) Since 2000, Mr. Twogood has been the owner of Twogood Financial Services, Inc., which handles bookkeeping and expenses related to his advisory and insurance practice. He spends approximately 20 hours per month on this activity, all during trading hours. TFS has been a solicitation-only RIA since December 2022, referring prospects and clients to the RIA EverSource Wealth Advisors. This is an investment-related activity. (3) Since 2007, Mr. Twogood has been a member of 8753 LLC, the owner of the office building where he works. He spends approximately 2 hours per month devoted to this activity, all during trading hours. (4) Since 2007, Mr. Twogood has been a member of BDT2 LLC which holds a life insurance policy. He spends approximately 1 hour per month on this, none during trading hours. (5) Since 2017, Mr. Twogood has been a member of Pisgah, LLC. This LLC owns Mr. Twogood's parents' primary residence and is located at 3840 Farmhill Drive, Minnetrista, MN 55346. He spends approximately 1 hour per month on this, none during trading hours. 8753 LLC, BDT2, LLC, and Pisgah, LLC are not investment-related activities.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Jay Twogood's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 20, 2022 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260RIA
CRD#: 286340
Scottsdale, AZ
Current
December 19, 2022 - Present
TWOGOOD FINANCIAL SERVICES, INC.
Office #1: 14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260RIA
CRD#: 323812
Scottsdale, AZ
Past
November 3, 2011 - October 18, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SCOTTSDALE, AZ
Past
November 3, 2011 - October 18, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SCOTTSDALE, AZ
Past
April 29, 2003 - November 8, 2011
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SCOTTSDALE,
Past
December 17, 2002 - November 8, 2011
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SCOTTSDALE, AZ
Past
March 3, 1999 - December 12, 2002
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
March 22, 1994 - March 3, 1999
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(10/20/2022)
IAR
Texas(11/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
