AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RD

Randall G. Daniel

CENTER FOR WEALTH MANAGEMENT ADVISORY
Adairsville, GA
Some features on this profile are disabled
CRD#: 4871639
RD

Professional summary

Randall Gray Daniel, AIF®, who also goes by Randy Daniel, is a registered financial advisor currently at CENTER FOR WEALTH MANAGEMENT ADVISORY located in Adairsville, Georgia.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Randall has worked at 12 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randy Daniel

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Gray Daniel's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

August 11, 2017 - Present

CENTER FOR WEALTH MANAGEMENT ADVISORY

RIA
CRD#: 171221
Adairsville, GA
Past

August 8, 2017 - December 1, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
LAND O LAKES, FL
Past

January 26, 2015 - August 14, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
CINCINNATI, OH
Past

January 26, 2015 - August 14, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
CINCINNATI, OH
Past

September 4, 2013 - February 5, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CINCINNATI, OH
Past

August 2, 2013 - February 5, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CINCINNATI, OH
Past

May 10, 2010 - July 30, 2013

EDWARD JONES

BD
CRD#: 250
BELLBROOK, OH
Past

April 12, 2010 - July 30, 2013

EDWARD JONES

RIA
CRD#: 250
BELLBROOK, OH
Past

April 2, 2007 - November 18, 2008

PRIVATE CLIENT SERVICES, LLC

RIA
CRD#: 120222
LOUISVILLE, KY
Past

March 9, 2007 - April 15, 2008

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
CINCINNATI, OH
Past

March 1, 2007 - April 15, 2008

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CINCINNATI, OH
Past

November 30, 2006 - March 6, 2007

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
CENTERVILLE, OH
Past

October 24, 2006 - March 6, 2007

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CENTERVILLE, OH
Past

July 11, 2006 - October 31, 2006

HBW SECURITIES LLC

BD
CRD#: 136959
CENTERVILLE, OH
Past

November 23, 2004 - July 31, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN

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".
CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY

CRD#: 171221 / SEC#: 801-112042

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)
Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)
Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2017 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
Florida
(1/24/2018)
IAR
Georgia
(4/22/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/22/2004
General Securities Representative Examination

Current Firm

CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY

CRD#: 171221 / SEC#: 801-112042

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)
Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)
Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2017 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Milford, OH
Mailing Address
Po Box 778, Amelia, OH 45102
Phone number
(513) 407-5430
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/20/2025)
CENTER FOR WEALTH MANAGEMENT FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts887
AUM (Assets Under Management)$ 187,298,086

Red Flags

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.

Company Information

CENTER FOR WEALTH MANAGEMENT ADVISORY

CRD#: 171221Adairsville, GA

TRUST BUT VERIFY

Monitor Randall Daniel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.