Unclaimed Profile

Dennis Michael Mcdaniel

TRILINC ADVISORS, LLC·MANHATTAN BEACH, California

Clean recordTRILINC ADVISORS, LLC

1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 2326993Firm CRD# 166194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Michael Mcdaniel · MANHATTAN BEACH, CA

Registration

CRD #2326993 · TRILINC ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dennis Michael Mcdaniel is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with TRILINC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRILINC ADVISORS, LLC

AUM

$279M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRILINC ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2326993

Firm CRD# 166194

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Michael Mcdaniel offer?

Dennis Michael Mcdaniel specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Dennis Michael Mcdaniel's credentials?

Dennis Michael Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Michael Mcdaniel located?

Dennis Michael Mcdaniel is based in MANHATTAN BEACH, California, working with TRILINC ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Dennis Michael Mcdaniel charge for services?

Dennis Michael Mcdaniel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILINC ADVISORS, LLC?

TRILINC ADVISORS, LLC has approximately 32 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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