James Daniel, CFP®, CFA, CMT, EA

Investment Advisor / Financial Planner at THE ADVISORY FIRM, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Alpharetta, Georgia, United States, GE
Skills

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Credentials

  • CFA
    CFA Institute
    Aug, 2016
    - Nov, 2024
  • Certified Financial Planner, Chartered Financial Analyst, Chartered Market Technician, Enrolled Agent
    -

Experience

  • THE ADVISORY FIRM, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor / Financial Planner
      • Mar 2006 - Present

      Started The Advisory Firm, LLC in early 2006. Fee-only financial planning and investment management.www.theadvisoryfirm.net

    • Business Owner
      • Jan 2006 - Present

Education

  • Georgia Southern University
    BS Electrical Engineering Technology
    1987 - 1992
  • College for Financial Planning
    Financial Planning
    2004 - 2006

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