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d2vpcfp

d2vpcfp
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ABOUT
http://www.linkedin.com/pub/daniel-evan-davis-cfp®/11/6b/649

SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Weekly
  • Interests: Commodities, Dividend stock ideas & income, Energy stocks, Foreign stocks, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
COMPANY
Capital Guardian Wealth Management, LLC Capital Guardian is a regional boutique wealth management firm whose sole business is to serve the relationship between advisors and clients. Capital Guardian clears through Pershing, LLC (an affiliate of The Bank of New York Mellon). Pershing is a leading global provider of financial business solutions with ...More
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