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Alpharetta Financial Advisors
Marc Daner, Wells Fargo Advisors
2520 Northwinds Pkwy., Suite 200
Alpharetta, GA 30009
(678) 814-1035
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“Experienced, Credentialed, Comprehensive Advice”
Advisor Profile
Name:  Marc Daner, CFP®
Phone Number:  (678) 814-1035
Website:  Visit Website
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Disclaimer
Wells Fargo Advisors is not a tax or legal advisor.

Business Description

My team and I provide unbiased, individualized financial management services for women and couples. We are committed to providing our clients with objective education and advice to help you and your family make smarter decisions about money. We work for clients as we would our own families and aspire to build lasting, meaningful relationships based on trust, integrity, and superior client service.
Due to the high level of service my team and I provide, we limit our practice to investors with at least $500,000 in order to ensure each client has the best possible experience. Please visit our website for details on our Planning Process, Investment Process, Client Service Model, and Beneficiary Triage Service
 

General Information

Gender:    Male
CRD#:    1333477
Firm CRD#:    19616
Name of Broker/Dealer:    Wells Fargo Advisors, LLC
States Licensed in:    AL, CA, CO, DE, FL, GA, IL, LA, MD, MS, MO, NJ, NC, OH, PA, RI, SC, TN, TX, VA
States Willing to do Business in:    All States
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    6
Work Experience:    1990-1999 Merrill Lynch
1999-2005 Smith Barney
2005-current Wells Fargo Advisors
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
The American College
 

Services

Investment Types:    Annuities, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Mutual Funds, Commodities, Insurance, Stocks, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
Advisor's Number of Clients:    200
Advisor's Number of Managed Clients:    180
Advisor's Number of Planning Clients:    200
Assets Managed by Advisor:    $175,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .75-1.75%
Additional Details on Charges:    My advisory fee covers all services, including, but not limited to transactions, planning, research, monitoring, custodial services, etc.
 
 
 
Prepared By: Marc Daner, CFP®