McDaniel Wealth Management PLLC
Financial Services
Danville, Kentucky, United States
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
McDaniel Wealth Management PLLC Overview
- Headquarters
- Danville, Kentucky, United States
- Website
- mcdanielwealthmanagement.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2004
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About McDaniel Wealth Management PLLC
Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment ServicesSM and Cetera Wealth Services, LLC, both member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSm, a registered investment adviser. Cetera and Avantax are under common ownership.
McDaniel Wealth Management PLLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
McDaniel Wealth Management PLLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Christy Wilson | Operations Manager at Mcdaniel Wealth Management Pllc | Danville, Kentucky, United States |
Email
|
| Tim Mcdaniel Cfp®, Cpa | Certified Financial Planner™ - Financial Advisor | Danville, Kentucky, United States |
Email
|
| Carolann Davis | Accounting Manager at Mcdaniel Wealth Management | Danville, Kentucky, United States |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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