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Daniel W Giddens

SHORELINE EQUITY PARTNERS, LLC·NEPTUNE BEACH, Florida
Clean recordSHORELINE EQUITY PARTNERS, LLC
310 3RD STREET, NEPTUNE BEACH, FL 32266CRD# 6192714Firm CRD# 301128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel W Giddens · NEPTUNE BEACH, FL
Registration
CRD #6192714 · SHORELINE EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel W Giddens is a registered financial advisor based in NEPTUNE BEACH, Florida, affiliated with SHORELINE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SHORELINE EQUITY PARTNERS, LLC
SHORELINE EQUITY PARTNERS, LLC
AUM
$907M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SHORELINE EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6192714
Firm CRD# 301128
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel W Giddens offer?
Daniel W Giddens specializes in Retirement Planning. Contact their office in NEPTUNE BEACH, Florida for a consultation.
What are Daniel W Giddens's credentials?
Daniel W Giddens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel W Giddens located?
Daniel W Giddens is based in NEPTUNE BEACH, Florida, working with SHORELINE EQUITY PARTNERS, LLC. Their office serves clients in the NEPTUNE BEACH metropolitan area and surrounding communities.
How does Daniel W Giddens charge for services?
Daniel W Giddens'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 SHORELINE EQUITY PARTNERS, LLC?
SHORELINE EQUITY PARTNERS, LLC has approximately 21 employees and manages $907M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ian Wirtz Garland
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James Michael Brennan
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Michael Baker Hand
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Peter Brett Franz
PONTE VEDRA BEACH, FL
Jennifer Leigh Lada
PONTE VEDRA BEACH, FL

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