Michael K. Mcdaniel
Professional summary
Michael Keith Mcdaniel is a registered financial advisor currently at THE 401K SOURCE, INC. located in Boise, Idaho.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Keith Mcdaniel's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 29, 2015 - Present
THE 401K SOURCE, INC.
Office #1: 1649 W. Shoreline Drive Suite 102, Boise, ID 83702September 4, 2015 - January 5, 2016
WORLD INVESTMENT ADVISORS, LLC
March 1, 2012 - September 2, 2015
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
July 1, 2003 - December 21, 2011
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - December 21, 2011
WELLS FARGO CLEARING SERVICES, LLC
January 31, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
November 24, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/29/2015)
Exams
Current Firm
THE 401K SOURCE, INC.
CRD#: 133135 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 367 |
| AUM (Assets Under Management) | $ 91,321,892 |
Red Flags
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