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Gregory Scott Sloan

THE DANIEL FINANCIAL GROUP, LLC·DULUTH, Georgia
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3700 CRESTWOOD PARKWAY, DULUTH, GA 30096CRD# 2657584Firm CRD# 143592
01

About

Gregory Scott Sloan is a registered financial advisor based in DULUTH, Georgia, affiliated with THE DANIEL FINANCIAL GROUP, LLC. 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
THE DANIEL FINANCIAL GROUP, LLC
THE DANIEL GROUP
AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE DANIEL FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2657584
Firm CRD# 143592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Scott Sloan offer?
Gregory Scott Sloan specializes in Financial Planning, Investment Management. Contact their office in DULUTH, Georgia for a consultation.
What are Gregory Scott Sloan's credentials?
Gregory Scott Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Sloan located?
Gregory Scott Sloan is based in DULUTH, Georgia, working with THE DANIEL FINANCIAL GROUP, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Gregory Scott Sloan charge for services?
Gregory Scott Sloan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE DANIEL FINANCIAL GROUP, LLC?
THE DANIEL FINANCIAL GROUP, LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
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City Guides
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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