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Vicki Smith Daniels

GLOBAL INDEX ADVISORS, INC.·MARIETTA, Georgia
Unclaimed Profile
29 NORTH PARK SQUARE, MARIETTA, GA 30060CRD# 720832Firm CRD# 139871
01

About

Vicki Smith Daniels is a registered financial advisor based in MARIETTA, Georgia, affiliated with GLOBAL INDEX ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GLOBAL INDEX ADVISORS, INC.
GLOBAL INDEX ADVISORS, INC.
AUM
$21.0B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GLOBAL INDEX ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: LICENSEE FEES
Regulatory
SEC/IARD CRD# 720832
Firm CRD# 139871
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vicki Smith Daniels offer?
Vicki Smith Daniels specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Vicki Smith Daniels's credentials?
Vicki Smith Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vicki Smith Daniels located?
Vicki Smith Daniels is based in MARIETTA, Georgia, working with GLOBAL INDEX ADVISORS, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Vicki Smith Daniels charge for services?
Vicki Smith Daniels's firm is compensated through percentage of aum, other: licensee fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL INDEX ADVISORS, INC.?
GLOBAL INDEX ADVISORS, INC. has approximately 4 employees and manages $21.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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