James Eldin Mcdaniel
Professional Summary
James Eldin Mcdaniel, who also goes by James Elden Mcdaniel, James Eldon Mcdaniel, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 2012 - 2022. James had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Elden Mcdaniel, James Eldon Mcdaniel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
ROCKY MOUNTAIN PRIVATE MANAGEMENT, L.L.C. | ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
Contact Information
Main Address
Town Center 2245 Texas Drive, Suite 300, Sugar Land, TX 77479Mailing Address
9119 Highway 6 Suite 230, Unit 304, Missouri City, TX 77459Phone Number
(281) 778-4900# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$23,529,420Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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