5440 Cherokee Avenue,
Horace Daniel, CRPC*, ChFEBC email@example.comFinancial AdvisorOffice #: (301) 839-8826Cellular #: (202) 409-3552
Horace Daniel is a financial advisor with LPL Financial and has worked in the financial services industry for over twenty years. His past experience provides him with the expertise to help his clients break down the intimidating barriers of complexity, fear, and access, and then show them how to seek growth for their assets, generate income, and leave a legacy for future generations.
*CRPC conferred by College for Financial Planning.
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No matter the complexity of your investor profile, we believe an expert financial strategy and investment management create better outcomes.
We maintain strategic expertise across a broad range of investor profiles
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Serving the unique needs of HNW individuals
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Our team is composed of industry veterans with years of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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