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Daniel A Kashdin

AGAMERICA LENDING LLC·LAKELAND, Florida
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4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 5192780Firm CRD# 164866
01

About

Daniel A Kashdin is a registered financial advisor based in LAKELAND, Florida, affiliated with AGAMERICA LENDING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGAMERICA LENDING LLC
AGAMERICA LENDING LLC
AUM
$1.8B
Regulatory assets under management
Employees
133
Total firm employees
View all advisors at AGAMERICA LENDING LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5192780
Firm CRD# 164866
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel A Kashdin offer?
Daniel A Kashdin specializes in Retirement Planning. Contact their office in LAKELAND, Florida for a consultation.
What are Daniel A Kashdin's credentials?
Daniel A Kashdin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel A Kashdin located?
Daniel A Kashdin is based in LAKELAND, Florida, working with AGAMERICA LENDING LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Daniel A Kashdin charge for services?
Daniel A Kashdin'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 AGAMERICA LENDING LLC?
AGAMERICA LENDING LLC has approximately 133 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
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