Albert Michael Daniels
Professional Summary
Albert Michael Daniels, who also goes by Michael Danie, A M Daniels, A Michael Daniels Jr., A Michael Daniels, A. Daniels, Albert M. Daniels Jr., Albert Daniels Jr., Albert Daniels, Albert Michael Daniels Jr., Michae A. Daniels Jr., Michael A. Daniels, Michael Daniels, Michael Albert Daniels Jr., Mike Daniels Jr., Mike Daniels, Daniels A. Michael, is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Anchorage, Alaska. Albert is registered as an...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Danie, A M Daniels, A Michael Daniels Jr., A Michael Daniels, A. Daniels, Albert M. Daniels Jr., Albert Daniels Jr., Albert Daniels, Albert Michael Daniels Jr., Michae A. Daniels Jr., Michael A. Daniels, Michael Daniels, Michael Albert Daniels Jr., Mike Daniels Jr., Mike Daniels, Daniels A. Michael
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS
Contact Information
Main Address
3150 C Street Suite 240, Anchorage, AK 99503Phone Number
(907) 333-2646# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
310AUM (Assets Under Management)
$52,421,554Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
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.
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
(6/20/2023)
(9/26/2023)
(8/2/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2000About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2001About the Series 26 examSimilar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Albert Michael Daniels's CRS (Customer Relationship Summary).
Similar Advisors
ACT ADVISORS
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
RAYMOND JAMES & ASSOCIATES, INC.
