Unclaimed Profile

Daniel A Kashdin

AGAMERICA LENDING LLC·LAKELAND, Florida

Clean recordAGAMERICA LENDING LLC

4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 5192780Firm CRD# 164866

Profile Verification

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

Identity

Daniel A Kashdin · LAKELAND, FL

Registration

CRD #5192780 · AGAMERICA LENDING LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5192780

Firm CRD# 164866

View on FINRA BrokerCheck →

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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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