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Daniel Lee Kiernan

ANCHOR FINANCIAL GROUP·SANTA ANA, California
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1801 PARKCOURT PLACE, SANTA ANA, CA 92701CRD# 1074377Firm CRD# 111801
01

About

Daniel Lee Kiernan is a registered financial advisor based in SANTA ANA, California, affiliated with ANCHOR FINANCIAL GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ANCHOR FINANCIAL GROUP
ANCHOR FINANCIAL GROUP
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ANCHOR FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1074377
Firm CRD# 111801
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Lee Kiernan offer?
Daniel Lee Kiernan specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.
What are Daniel Lee Kiernan's credentials?
Daniel Lee Kiernan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Lee Kiernan located?
Daniel Lee Kiernan is based in SANTA ANA, California, working with ANCHOR FINANCIAL GROUP. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Daniel Lee Kiernan charge for services?
Daniel Lee Kiernan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCHOR FINANCIAL GROUP?
ANCHOR FINANCIAL GROUP has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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