Jan Daly D. Wilson

R.E.A.L. COACH

Garden Grove, CA

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CRD#: 6295589

Professional summary

Jan Daly Daly Wilson, who also goes by Jan Daly Wilson, is a registered financial advisor currently at R.E.A.L. COACH located in Garden Grove, California.

Jan Daly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jan Daly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jan Daly Wilson

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.

NAME: GARDEN PARK FIRM FIN-RLTY-MTG-CSLTG; INVESTMENT RELATED: NO; ADDRESS: 12771 BAILEY ST, GARDEN GROVE, CA 92845; NATURE: SOLE PROPRIETOR; POSITION: SELF-EMPLOYED; TITLE/RELATIONSHIP: OWNER; START DATE: SEPTEMBER, 2022; APPROX HOURS: 20; APPROX HOURS DURING TRADING HOURS: 15; DUTIES: transact, educate and/or consult clients in areas of financial wellness or retirement readiness, real estate broker, life and health insurance agent, mortgage loan originator, financial information risk management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Daly Daly Wilson'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®

None

Experience

Current

May 26, 2015 - Present

R.E.A.L. COACH

RIA

CRD#: 174860

Garden Grove, CA

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

California
(5/26/2015)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2013

Uniform Investment Adviser Law Examination

Current Firm

R.E.A.L. COACH

GARDEN PARK FINANCE | WILSON, JAN DALY | RETIREMENT COACH | REAL ESTATE ASSETS AND LIABILITIES COACH | R.E.A.L. COACH

CRD#: 174860 / SEC#:

California

Registered Investment Advisory firm - (5/26/2015 Approved)

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Contact information

Main Address

Garden Grove, CA

Mailing Address

Phone number

(714) 903-7750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jan Daly D. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Daly Daly Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

R.E.A.L. COACH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2013

Current Firm

R.E.A.L. COACH

Contact information

Documents

Red Flags

Company Information

R.E.A.L. COACH

TRUST BUT VERIFY

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