Daniel Agoglia (CRD# 2840166) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 26 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Square Holdings, LLC | King Of Prussia, PA | Aug 2019 - Current | 4 |
| Lpl Financial, LLC | King Of Prussia, PA | Jan 2017 - Current | 7 |
| Private Advisor Group, LLC | Morristown, NJ | Feb 2017 - Jan 2020 | 2 |
| The Philadelphia Group | King Of Prussia, PA | Nov 2016 - Jan 2017 | < 1 |
| Unemployed | Philadelphia, PA | Feb 2015 - Nov 2016 | 1 |
| Children's Hospital Of Philadelphia | Philadelphia, PA | Jun 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- PA
-
Total Assets Under Management1,147MILLIONS
-
Total Number of Accounts3,402ACCOUNTS
-
Average Account Value$337,050
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.